Back to IVZ
KELLEHER FINANCIAL ADVISORS → IVZ
KELLEHER FINANCIAL ADVISORS IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
5
Latest value
$28M
Q3 2026
Peak value
$28M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.6M |
| Q4 2025 | $23.1M |
| Q1 2026 | $3.9M |
| Q2 2026 | $28M |
| Q3 2026 | $28M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $28M | 134.5K | — | — |
| Q2 2026 | $28M | 131.8K | — | — |
| Q1 2026 | $3.9M | 21.6K | — | — |
| Q4 2025 | $23.1M | 120.4K | — | — |
| Q3 2025 | $12.6M | 66.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B