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GRAHAM CAPITAL WEALTH MANAGEMENT, LLC → IVZ
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$6.9M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $196K |
| Q3 2025 | $6.9M |
| Q3 2025 | $586K |
| Q4 2025 | $176K |
| Q4 2025 | $8.2M |
| Q4 2025 | $6.5M |
| Q1 2026 | $207K |
| Q1 2026 | $6.8M |
| Q2 2026 | $188K |
| Q2 2026 | $7.8M |
| Q3 2026 | $265K |
| Q3 2026 | $6.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.9M | 104.3K | — | — |
| Q3 2026 | $265K | 13.7K | — | — |
| Q2 2026 | $7.8M | 121.6K | — | — |
| Q2 2026 | $188K | 11.8K | — | — |
| Q1 2026 | $6.8M | 150.4K | — | — |
| Q1 2026 | $207K | 11.9K | — | — |
| Q4 2025 | $6.5M | 34.0K | — | — |
| Q4 2025 | $8.2M | 180.3K | — | — |
| Q4 2025 | $176K | 13.3K | — | — |
| Q3 2025 | $586K | 3.1K | — | — |
| Q3 2025 | $6.9M | 155.7K | — | — |
| Q3 2025 | $196K | 14.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B