Back to IVZ
Investment Planning Advisors, Inc. → IVZ
Investment Planning Advisors, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$43.2M
Q3 2026
Peak value
$43.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $869K |
| Q3 2025 | $1M |
| Q3 2025 | $17.9M |
| Q4 2025 | $15.5M |
| Q4 2025 | $1M |
| Q4 2025 | $19M |
| Q1 2026 | $1.4M |
| Q1 2026 | $973K |
| Q1 2026 | $28M |
| Q2 2026 | $34M |
| Q2 2026 | $1.1M |
| Q2 2026 | $41.2M |
| Q3 2026 | $34.7M |
| Q3 2026 | $1M |
| Q3 2026 | $43.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $43.2M | 336.0K | — | — |
| Q3 2026 | $1M | 8.7K | — | — |
| Q3 2026 | $34.7M | 167.0K | — | — |
| Q2 2026 | $41.2M | 322.5K | — | — |
| Q2 2026 | $1.1M | 8.8K | — | — |
| Q2 2026 | $34M | 159.6K | — | — |
| Q1 2026 | $28M | 243.7K | — | — |
| Q1 2026 | $973K | 9.0K | — | — |
| Q1 2026 | $1.4M | 7.2K | — | — |
| Q4 2025 | $19M | 165.9K | — | — |
| Q4 2025 | $1M | 9.0K | — | — |
| Q4 2025 | $15.5M | 81.0K | — | — |
| Q3 2025 | $17.9M | 161.8K | — | — |
| Q3 2025 | $1M | 9.0K | — | — |
| Q3 2025 | $869K | 4.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B