Back to IVZ
Financial Security Advisor, Inc. → IVZ
Financial Security Advisor, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$217K
Q3 2026
Peak value
$42.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $32.1M |
| Q1 2026 | $31.8M |
| Q2 2026 | $42.7M |
| Q2 2026 | $221K |
| Q3 2026 | $36.4M |
| Q3 2026 | $217K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $217K | 1.0K | — | — |
| Q3 2026 | $36.4M | 623.8K | — | — |
| Q2 2026 | $221K | 1.0K | — | — |
| Q2 2026 | $42.7M | 669.1K | — | — |
| Q1 2026 | $31.8M | 680.1K | — | — |
| Q4 2025 | $32.1M | 686.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B