Back to IVZ
Fusion Family Wealth, LLC → IVZ
Fusion Family Wealth, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$213.5M
Q3 2026
Peak value
$213.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $64.9M |
| Q3 2025 | $175M |
| Q4 2025 | $68M |
| Q4 2025 | $186.4M |
| Q1 2026 | $70.7M |
| Q1 2026 | $192.7M |
| Q2 2026 | $79.8M |
| Q2 2026 | $212.9M |
| Q3 2026 | $75.5M |
| Q3 2026 | $213.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $213.5M | 1.66M | — | — |
| Q3 2026 | $75.5M | 545.8K | — | — |
| Q2 2026 | $212.9M | 1.67M | — | — |
| Q2 2026 | $79.8M | 545.4K | — | — |
| Q1 2026 | $192.7M | 1.68M | — | — |
| Q1 2026 | $70.7M | 551.5K | — | — |
| Q4 2025 | $186.4M | 1.63M | — | — |
| Q4 2025 | $68M | 537.5K | — | — |
| Q3 2025 | $175M | 1.58M | — | — |
| Q3 2025 | $64.9M | 519.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B