Back to IVZ
JUNCTURE WEALTH STRATEGIES, LLC → IVZ
JUNCTURE WEALTH STRATEGIES, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$2.8M
Q3 2026
Peak value
$14.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q4 2025 | $3.5M |
| Q4 2025 | $2.6M |
| Q1 2026 | $4.2M |
| Q1 2026 | $8.4M |
| Q1 2026 | $2.5M |
| Q2 2026 | $4.9M |
| Q2 2026 | $14.9M |
| Q2 2026 | $3M |
| Q3 2026 | $6.1M |
| Q3 2026 | $4.3M |
| Q3 2026 | $14.8M |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 32.1K | — | — |
| Q3 2026 | $14.8M | 71.0K | — | — |
| Q3 2026 | $4.3M | 27.7K | — | — |
| Q3 2026 | $6.1M | 314.6K | — | — |
| Q2 2026 | $3M | 32.1K | — | — |
| Q2 2026 | $14.9M | 69.8K | — | — |
| Q2 2026 | $4.9M | 27.9K | — | — |
| Q1 2026 | $2.5M | 32.1K | — | — |
| Q1 2026 | $8.4M | 43.9K | — | — |
| Q1 2026 | $4.2M | 25.5K | — | — |
| Q4 2025 | $2.6M | 31.3K | — | — |
| Q4 2025 | $3.5M | 22.3K | — | — |
| Q3 2025 | $2.4M | 30.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B