Back to IVZ
FLAGSHIP WEALTH ADVISORS, LLC → IVZ
FLAGSHIP WEALTH ADVISORS, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$32K
Q3 2026
Peak value
$12.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $18K |
| Q4 2025 | $5.9M |
| Q4 2025 | $218K |
| Q4 2025 | $9.4M |
| Q4 2025 | $874K |
| Q4 2025 | $29K |
| Q1 2026 | $18K |
| Q1 2026 | $2.6M |
| Q1 2026 | $101K |
| Q1 2026 | $6.4M |
| Q1 2026 | $30K |
| Q2 2026 | $18K |
| Q2 2026 | $8.3M |
| Q2 2026 | $1.5M |
| Q2 2026 | $12.1M |
| Q2 2026 | $1.2M |
| Q2 2026 | $34K |
| Q3 2026 | $17K |
| Q3 2026 | $9.1M |
| Q3 2026 | $1.5M |
| Q3 2026 | $10.4M |
| Q3 2026 | $1.1M |
| Q3 2026 | $32K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32K | 452 | — | — |
| Q3 2026 | $1.1M | 7.3K | — | — |
| Q3 2026 | $10.4M | 70.9K | — | — |
| Q3 2026 | $1.5M | 7.3K | — | — |
| Q3 2026 | $9.1M | 143.0K | — | — |
| Q3 2026 | $17K | 256 | — | — |
| Q2 2026 | $34K | 452 | — | — |
| Q2 2026 | $1.2M | 7.3K | — | — |
| Q2 2026 | $12.1M | 71.3K | — | — |
| Q2 2026 | $1.5M | 7.3K | — | — |
| Q2 2026 | $8.3M | 135.6K | — | — |
| Q2 2026 | $18K | 255 | — | — |
| Q1 2026 | $30K | 410 | — | — |
| Q1 2026 | $6.4M | 50.0K | — | — |
| Q1 2026 | $101K | 557 | — | — |
| Q1 2026 | $2.6M | 49.1K | — | — |
| Q1 2026 | $18K | 254 | — | — |
| Q4 2025 | $29K | 410 | — | — |
| Q4 2025 | $874K | 7.3K | — | — |
| Q4 2025 | $9.4M | 68.2K | — | — |
| Q4 2025 | $218K | 1.1K | — | — |
| Q4 2025 | $5.9M | 100.2K | — | — |
| Q4 2025 | $18K | 255 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B