Back to IVZ
HBW ADVISORY SERVICES LLC → IVZ
HBW ADVISORY SERVICES LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
29
Latest value
$516K
Q3 2026
Peak value
$42.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.5M |
| Q4 2025 | $5.1M |
| Q4 2025 | $252K |
| Q4 2025 | $238K |
| Q4 2025 | $1M |
| Q4 2025 | $4.2M |
| Q4 2025 | $27.5M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.8M |
| Q1 2026 | $4.5M |
| Q1 2026 | $264K |
| Q1 2026 | $768K |
| Q1 2026 | $4.4M |
| Q1 2026 | $27.3M |
| Q1 2026 | $1M |
| Q2 2026 | $2M |
| Q2 2026 | $5.6M |
| Q2 2026 | $281K |
| Q2 2026 | $274K |
| Q2 2026 | $5.4M |
| Q2 2026 | $42.5M |
| Q2 2026 | $950K |
| Q3 2026 | $1.9M |
| Q3 2026 | $5.9M |
| Q3 2026 | $285K |
| Q3 2026 | $271K |
| Q3 2026 | $5M |
| Q3 2026 | $26.2M |
| Q3 2026 | $516K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $516K | 7.3K | — | — |
| Q3 2026 | $26.2M | 173.2K | — | — |
| Q3 2026 | $5M | 34.3K | — | — |
| Q3 2026 | $271K | 1.3K | — | — |
| Q3 2026 | $285K | 2.5K | — | — |
| Q3 2026 | $5.9M | 93.0K | — | — |
| Q3 2026 | $1.9M | 12.1K | — | — |
| Q2 2026 | $950K | 12.7K | — | — |
| Q2 2026 | $42.5M | 263.2K | — | — |
| Q2 2026 | $5.4M | 31.6K | — | — |
| Q2 2026 | $274K | 1.3K | — | — |
| Q2 2026 | $281K | 2.5K | — | — |
| Q2 2026 | $5.6M | 91.7K | — | — |
| Q2 2026 | $2M | 11.6K | — | — |
| Q1 2026 | $1M | 13.8K | — | — |
| Q1 2026 | $27.3M | 243.2K | — | — |
| Q1 2026 | $4.4M | 30.2K | — | — |
| Q1 2026 | $768K | 4.0K | — | — |
| Q1 2026 | $264K | 2.5K | — | — |
| Q1 2026 | $4.5M | 83.0K | — | — |
| Q1 2026 | $1.8M | 11.0K | — | — |
| Q4 2025 | $1.1M | 15.7K | — | — |
| Q4 2025 | $27.5M | 230.5K | — | — |
| Q4 2025 | $4.2M | 30.0K | — | — |
| Q4 2025 | $1M | 5.2K | — | — |
| Q4 2025 | $238K | 5.2K | — | — |
| Q4 2025 | $252K | 2.4K | — | — |
| Q4 2025 | $5.1M | 86.1K | — | — |
| Q4 2025 | $1.5M | 9.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B