Back to IVZ
FORTRESS FINANCIAL GROUP, LLC → IVZ
FORTRESS FINANCIAL GROUP, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$4M
Q3 2026
Peak value
$9.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.1M |
| Q4 2025 | $9.6M |
| Q1 2026 | $9.5M |
| Q2 2026 | $16K |
| Q2 2026 | $4.3M |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 19.4K | — | — |
| Q2 2026 | $4.3M | 20.1K | — | — |
| Q2 2026 | $16K | 20.1K | — | — |
| Q1 2026 | $9.5M | 49.6K | — | — |
| Q4 2025 | $9.6M | 49.9K | — | — |
| Q3 2025 | $9.1M | 48.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B