Back to IVZ
Guilbault Capital LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$4.6M
Q3 2026
Peak value
$5.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $326K |
| Q4 2025 | $3.8M |
| Q1 2026 | $328K |
| Q1 2026 | $4.2M |
| Q2 2026 | $440K |
| Q2 2026 | $5.4M |
| Q3 2026 | $403K |
| Q3 2026 | $4.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.6M | 31.6K | — | — |
| Q3 2026 | $403K | 6.1K | — | — |
| Q2 2026 | $5.4M | 31.7K | — | — |
| Q2 2026 | $440K | 6.8K | — | — |
| Q1 2026 | $4.2M | 28.9K | — | — |
| Q1 2026 | $328K | 7.3K | — | — |
| Q4 2025 | $3.8M | 27.5K | — | — |
| Q4 2025 | $326K | 7.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B