Back to IVZ
Heck Capital Advisors, LLC → IVZ
Heck Capital Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$24.2M
Q3 2026
Peak value
$57.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $57.3M |
| Q3 2025 | $203K |
| Q4 2025 | $26.2M |
| Q1 2026 | $24M |
| Q2 2026 | $22M |
| Q3 2026 | $24.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $24.2M | 116.4K | — | — |
| Q2 2026 | $22M | 103.5K | — | — |
| Q1 2026 | $24M | 124.9K | — | — |
| Q4 2025 | $26.2M | 137.0K | — | — |
| Q3 2025 | $203K | 2.8K | — | — |
| Q3 2025 | $57.3M | 302.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B