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IPG Investment Advisors LLC → IVZ

IPG Investment Advisors LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
10
Latest value
$15.6M
Q3 2026
Peak value
$16.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$12.1M
Q3 2025$3.1M
Q4 2025$421K
Q4 2025$13.7M
Q1 2026$419K
Q1 2026$14M
Q2 2026$597K
Q2 2026$16.1M
Q3 2026$609K
Q3 2026$15.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.6M75.0K——
Q3 2026$609K9.3K——
Q2 2026$16.1M75.8K——
Q2 2026$597K9.3K——
Q1 2026$14M73.2K——
Q1 2026$419K9.3K——
Q4 2025$13.7M71.3K——
Q4 2025$421K9.3K——
Q3 2025$3.1M40.2K——
Q3 2025$12.1M63.8K——

Other funds holding IVZ

Other IPG Investment Advisors LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$56.8M
SPY

STATE STR SPDR S&P 500 ETF T

$54.5M
SPY

STATE STR SPDR S&P 500 ETF T

$47.3M
SPY

SPDR S&P 500 ETF TR

$45.9M
NVDA

NVIDIA CORPORATION

$43.8M
SPY

SPDR S&P 500 ETF TR

$42.3M
NVDA

NVIDIA CORPORATION

$38.1M
NVDA

NVIDIA CORPORATION

$37.5M