Back to IVZ
Kellett Wealth Advisors, LLC → IVZ
Kellett Wealth Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
9
Latest value
$3M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $207K |
| Q3 2025 | $4.7M |
| Q4 2025 | $209K |
| Q4 2025 | $4.9M |
| Q1 2026 | $209K |
| Q1 2026 | $5.4M |
| Q2 2026 | $232K |
| Q2 2026 | $6.6M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 20.2K | — | — |
| Q2 2026 | $6.6M | 38.7K | — | — |
| Q2 2026 | $232K | 1.1K | — | — |
| Q1 2026 | $5.4M | 37.2K | — | — |
| Q1 2026 | $209K | 1.1K | — | — |
| Q4 2025 | $4.9M | 35.5K | — | — |
| Q4 2025 | $209K | 1.1K | — | — |
| Q3 2025 | $4.7M | 34.6K | — | — |
| Q3 2025 | $207K | 1.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B