Back to IVZ
Joseph P. Lucia & Associates, LLC → IVZ
Joseph P. Lucia & Associates, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
20
Latest value
$211K
Q3 2026
Peak value
$9.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $536K |
| Q4 2025 | $6.7M |
| Q4 2025 | $5.1M |
| Q4 2025 | $498K |
| Q4 2025 | $311K |
| Q1 2026 | $578K |
| Q1 2026 | $6.6M |
| Q1 2026 | $5.6M |
| Q1 2026 | $495K |
| Q1 2026 | $286K |
| Q2 2026 | $569K |
| Q2 2026 | $9.2M |
| Q2 2026 | $6.5M |
| Q2 2026 | $503K |
| Q2 2026 | $248K |
| Q3 2026 | $478K |
| Q3 2026 | $9.2M |
| Q3 2026 | $7.3M |
| Q3 2026 | $474K |
| Q3 2026 | $211K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $211K | 8.4K | — | — |
| Q3 2026 | $474K | 6.7K | — | — |
| Q3 2026 | $7.3M | 35.3K | — | — |
| Q3 2026 | $9.2M | 140.2K | — | — |
| Q3 2026 | $478K | 6.8K | — | — |
| Q2 2026 | $248K | 9.3K | — | — |
| Q2 2026 | $503K | 6.7K | — | — |
| Q2 2026 | $6.5M | 30.7K | — | — |
| Q2 2026 | $9.2M | 143.0K | — | — |
| Q2 2026 | $569K | 7.0K | — | — |
| Q1 2026 | $286K | 10.6K | — | — |
| Q1 2026 | $495K | 6.8K | — | — |
| Q1 2026 | $5.6M | 29.1K | — | — |
| Q1 2026 | $6.6M | 145.5K | — | — |
| Q1 2026 | $578K | 7.1K | — | — |
| Q4 2025 | $311K | 11.4K | — | — |
| Q4 2025 | $498K | 7.0K | — | — |
| Q4 2025 | $5.1M | 26.4K | — | — |
| Q4 2025 | $6.7M | 147.8K | — | — |
| Q4 2025 | $536K | 7.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B