Back to IVZ
HB Wealth Management, LLC → IVZ
HB Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
40
Latest value
$2.4M
Q3 2026
Peak value
$66.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $387K |
| Q4 2025 | $204K |
| Q4 2025 | $391K |
| Q4 2025 | $6.7M |
| Q4 2025 | $44.2M |
| Q4 2025 | $1.7M |
| Q4 2025 | $7.2M |
| Q4 2025 | $339K |
| Q4 2025 | $483K |
| Q1 2026 | $449K |
| Q1 2026 | $382K |
| Q1 2026 | $6.7M |
| Q1 2026 | $43.8M |
| Q1 2026 | $236K |
| Q1 2026 | $1.7M |
| Q1 2026 | $7.4M |
| Q1 2026 | $334K |
| Q1 2026 | $620K |
| Q2 2026 | $770K |
| Q2 2026 | $520K |
| Q2 2026 | $9.6M |
| Q2 2026 | $49.1M |
| Q2 2026 | $273K |
| Q2 2026 | $2.4M |
| Q2 2026 | $7.6M |
| Q2 2026 | $464K |
| Q2 2026 | $926K |
| Q3 2026 | $680K |
| Q3 2026 | $282K |
| Q3 2026 | $254K |
| Q3 2026 | $1.4M |
| Q3 2026 | $476K |
| Q3 2026 | $9.8M |
| Q3 2026 | $66.9M |
| Q3 2026 | $235K |
| Q3 2026 | $18.4M |
| Q3 2026 | $7.1M |
| Q3 2026 | $203K |
| Q3 2026 | $470K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 79.2K | — | — |
| Q3 2026 | $470K | 19.8K | — | — |
| Q3 2026 | $203K | 1.6K | — | — |
| Q3 2026 | $7.1M | 101.1K | — | — |
| Q3 2026 | $18.4M | 337.9K | — | — |
| Q3 2026 | $235K | 1.6K | — | — |
| Q3 2026 | $66.9M | 321.8K | — | — |
| Q3 2026 | $9.8M | 148.2K | — | — |
| Q3 2026 | $476K | 8.2K | — | — |
| Q3 2026 | $1.4M | 12.6K | — | — |
| Q3 2026 | $254K | 4.0K | — | — |
| Q3 2026 | $282K | 4.2K | — | — |
| Q3 2026 | $680K | 4.4K | — | — |
| Q2 2026 | $926K | 35.1K | — | — |
| Q2 2026 | $464K | 19.1K | — | — |
| Q2 2026 | $7.6M | 100.9K | — | — |
| Q2 2026 | $2.4M | 43.6K | — | — |
| Q2 2026 | $273K | 1.6K | — | — |
| Q2 2026 | $49.1M | 230.6K | — | — |
| Q2 2026 | $9.6M | 148.2K | — | — |
| Q2 2026 | $520K | 8.2K | — | — |
| Q2 2026 | $770K | 4.4K | — | — |
| Q1 2026 | $620K | 25.5K | — | — |
| Q1 2026 | $334K | 13.9K | — | — |
| Q1 2026 | $7.4M | 100.9K | — | — |
| Q1 2026 | $1.7M | 36.0K | — | — |
| Q1 2026 | $236K | 1.6K | — | — |
| Q1 2026 | $43.8M | 228.5K | — | — |
| Q1 2026 | $6.7M | 148.3K | — | — |
| Q1 2026 | $382K | 8.2K | — | — |
| Q1 2026 | $449K | 2.7K | — | — |
| Q4 2025 | $483K | 18.4K | — | — |
| Q4 2025 | $339K | 13.9K | — | — |
| Q4 2025 | $7.2M | 100.9K | — | — |
| Q4 2025 | $1.7M | 35.8K | — | — |
| Q4 2025 | $44.2M | 230.5K | — | — |
| Q4 2025 | $6.7M | 148.3K | — | — |
| Q4 2025 | $391K | 8.4K | — | — |
| Q4 2025 | $204K | 2.9K | — | — |
| Q4 2025 | $387K | 2.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B