Back to IVZ
Kestra Advisory Services, LLC → IVZ
Kestra Advisory Services, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
178
Latest value
$602K
Q3 2026
Peak value
$134.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q3 2025 | $244K |
| Q3 2025 | $9.8M |
| Q3 2025 | $5.3M |
| Q3 2025 | $1.1M |
| Q3 2025 | $21.8M |
| Q3 2025 | $3.4M |
| Q3 2025 | $2.6M |
| Q3 2025 | $8.5M |
| Q3 2025 | $5.9M |
| Q3 2025 | $3.4M |
| Q3 2025 | $115.5M |
| Q3 2025 | $3.6M |
| Q3 2025 | $12.9M |
| Q3 2025 | $5.2M |
| Q3 2025 | $16.3M |
| Q3 2025 | $710K |
| Q3 2025 | $3.4M |
| Q3 2025 | $277K |
| Q3 2025 | $287K |
| Q3 2025 | $3.8M |
| Q3 2025 | $26.3M |
| Q3 2025 | $799K |
| Q3 2025 | $414K |
| Q3 2025 | $238K |
| Q3 2025 | $1M |
| Q3 2025 | $36.7M |
| Q3 2025 | $1.3M |
| Q3 2025 | $2.5M |
| Q3 2025 | $2.6M |
| Q3 2025 | $1.8M |
| Q3 2025 | $991K |
| Q3 2025 | $1.1M |
| Q3 2025 | $481K |
| Q4 2025 | $7M |
| Q4 2025 | $245K |
| Q4 2025 | $35K |
| Q4 2025 | $10.2M |
| Q4 2025 | $5.3M |
| Q4 2025 | $1.2M |
| Q4 2025 | $27.9M |
| Q4 2025 | $3.5M |
| Q4 2025 | $4.3M |
| Q4 2025 | $8.3M |
| Q4 2025 | $6.2M |
| Q4 2025 | $4.3M |
| Q4 2025 | $110.8M |
| Q4 2025 | $3.3M |
| Q4 2025 | $13.2M |
| Q4 2025 | $5.5M |
| Q4 2025 | $18.6M |
| Q4 2025 | $720K |
| Q4 2025 | $3.5M |
| Q4 2025 | $307K |
| Q4 2025 | $235K |
| Q4 2025 | $83K |
| Q4 2025 | $262K |
| Q4 2025 | $4.1M |
| Q4 2025 | $29.3M |
| Q4 2025 | $1M |
| Q4 2025 | $851K |
| Q4 2025 | $174K |
| Q4 2025 | $2.3M |
| Q4 2025 | $49.1M |
| Q4 2025 | $927K |
| Q4 2025 | $2.7M |
| Q4 2025 | $2.8M |
| Q4 2025 | $1.9M |
| Q4 2025 | $92K |
| Q4 2025 | $1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $572K |
| Q1 2026 | $6.9M |
| Q1 2026 | $579K |
| Q1 2026 | $25.5M |
| Q1 2026 | $5.7M |
| Q1 2026 | $1.3M |
| Q1 2026 | $26.5M |
| Q1 2026 | $3.6M |
| Q1 2026 | $4.6M |
| Q1 2026 | $9.5M |
| Q1 2026 | $6.5M |
| Q1 2026 | $3.8M |
| Q1 2026 | $117.1M |
| Q1 2026 | $3M |
| Q1 2026 | $4.5M |
| Q1 2026 | $7.4M |
| Q1 2026 | $19.8M |
| Q1 2026 | $722K |
| Q1 2026 | $3.7M |
| Q1 2026 | $348K |
| Q1 2026 | $315K |
| Q1 2026 | $742K |
| Q1 2026 | $317K |
| Q1 2026 | $4.5M |
| Q1 2026 | $30M |
| Q1 2026 | $2.5M |
| Q1 2026 | $1.4M |
| Q1 2026 | $3M |
| Q1 2026 | $53.8M |
| Q1 2026 | $1M |
| Q1 2026 | $2M |
| Q1 2026 | $2.8M |
| Q1 2026 | $1.8M |
| Q1 2026 | $967K |
| Q1 2026 | $1M |
| Q1 2026 | $522K |
| Q2 2026 | $13.8M |
| Q2 2026 | $433K |
| Q2 2026 | $29M |
| Q2 2026 | $5.3M |
| Q2 2026 | $1.4M |
| Q2 2026 | $11.7M |
| Q2 2026 | $3.8M |
| Q2 2026 | $6.2M |
| Q2 2026 | $9.2M |
| Q2 2026 | $8.5M |
| Q2 2026 | $4.4M |
| Q2 2026 | $130M |
| Q2 2026 | $3.2M |
| Q2 2026 | $5.2M |
| Q2 2026 | $18.1M |
| Q2 2026 | $21.6M |
| Q2 2026 | $712K |
| Q2 2026 | $4.2M |
| Q2 2026 | $675K |
| Q2 2026 | $2.5M |
| Q2 2026 | $484K |
| Q2 2026 | $7.7M |
| Q2 2026 | $19.8M |
| Q2 2026 | $3.7M |
| Q2 2026 | $4.8M |
| Q2 2026 | $2.8M |
| Q2 2026 | $42M |
| Q2 2026 | $895K |
| Q2 2026 | $1.8M |
| Q2 2026 | $3M |
| Q2 2026 | $2M |
| Q2 2026 | $348K |
| Q2 2026 | $1.7M |
| Q2 2026 | $1M |
| Q2 2026 | $543K |
| Q3 2026 | $44.3M |
| Q3 2026 | $613K |
| Q3 2026 | $26.9M |
| Q3 2026 | $5M |
| Q3 2026 | $1.4M |
| Q3 2026 | $6.2M |
| Q3 2026 | $3.8M |
| Q3 2026 | $5.7M |
| Q3 2026 | $8M |
| Q3 2026 | $9.4M |
| Q3 2026 | $4.4M |
| Q3 2026 | $134.6M |
| Q3 2026 | $3.3M |
| Q3 2026 | $6M |
| Q3 2026 | $17M |
| Q3 2026 | $23.2M |
| Q3 2026 | $653K |
| Q3 2026 | $4.5M |
| Q3 2026 | $811K |
| Q3 2026 | $14.7M |
| Q3 2026 | $770K |
| Q3 2026 | $409K |
| Q3 2026 | $11.7M |
| Q3 2026 | $20.2M |
| Q3 2026 | $3.5M |
| Q3 2026 | $5.5M |
| Q3 2026 | $2.9M |
| Q3 2026 | $50.6M |
| Q3 2026 | $965K |
| Q3 2026 | $1.9M |
| Q3 2026 | $3M |
| Q3 2026 | $2.2M |
| Q3 2026 | $403K |
| Q3 2026 | $1.8M |
| Q3 2026 | $997K |
| Q3 2026 | $602K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $602K | 20.0K | — | — |
| Q3 2026 | $997K | 11.6K | — | — |
| Q3 2026 | $1.8M | 78.7K | — | — |
| Q3 2026 | $403K | 17.7K | — | — |
| Q3 2026 | $2.2M | 99.0K | — | — |
| Q3 2026 | $3M | 145.3K | — | — |
| Q3 2026 | $1.9M | 79.9K | — | — |
| Q3 2026 | $965K | 38.2K | — | — |
| Q3 2026 | $50.6M | 393.3K | — | — |
| Q3 2026 | $2.9M | 21.2K | — | — |
| Q3 2026 | $5.5M | 63.1K | — | — |
| Q3 2026 | $3.5M | 162.8K | — | — |
| Q3 2026 | $20.2M | 286.6K | — | — |
| Q3 2026 | $11.7M | 77.4K | — | — |
| Q3 2026 | $409K | 3.8K | — | — |
| Q3 2026 | $770K | 17.2K | — | — |
| Q3 2026 | $14.7M | 96.6K | — | — |
| Q3 2026 | $811K | 8.0K | — | — |
| Q3 2026 | $4.5M | 82.9K | — | — |
| Q3 2026 | $653K | 30.5K | — | — |
| Q3 2026 | $23.2M | 207.9K | — | — |
| Q3 2026 | $17M | 116.1K | — | — |
| Q3 2026 | $6M | 46.5K | — | — |
| Q3 2026 | $3.3M | 27.5K | — | — |
| Q3 2026 | $134.6M | 646.9K | — | — |
| Q3 2026 | $4.4M | 30.8K | — | — |
| Q3 2026 | $9.4M | 143.2K | — | — |
| Q3 2026 | $8M | 114.8K | — | — |
| Q3 2026 | $5.7M | 97.6K | — | — |
| Q3 2026 | $3.8M | 33.0K | — | — |
| Q3 2026 | $6.2M | 98.0K | — | — |
| Q3 2026 | $1.4M | 23.3K | — | — |
| Q3 2026 | $5M | 73.6K | — | — |
| Q3 2026 | $26.9M | 174.2K | — | — |
| Q3 2026 | $613K | 31.8K | — | — |
| Q3 2026 | $44.3M | 886.3K | — | — |
| Q2 2026 | $543K | 20.6K | — | — |
| Q2 2026 | $1M | 11.8K | — | — |
| Q2 2026 | $1.7M | 72.7K | — | — |
| Q2 2026 | $348K | 14.9K | — | — |
| Q2 2026 | $2M | 87.6K | — | — |
| Q2 2026 | $3M | 136.1K | — | — |
| Q2 2026 | $1.8M | 74.9K | — | — |
| Q2 2026 | $895K | 33.3K | — | — |
| Q2 2026 | $42M | 328.9K | — | — |
| Q2 2026 | $2.8M | 19.3K | — | — |
| Q2 2026 | $4.8M | 51.8K | — | — |
| Q2 2026 | $3.7M | 157.4K | — | — |
| Q2 2026 | $19.8M | 263.7K | — | — |
| Q2 2026 | $7.7M | 47.4K | — | — |
| Q2 2026 | $484K | 3.6K | — | — |
| Q2 2026 | $2.5M | 13.2K | — | — |
| Q2 2026 | $675K | 6.5K | — | — |
| Q2 2026 | $4.2M | 77.3K | — | — |
| Q2 2026 | $712K | 32.1K | — | — |
| Q2 2026 | $21.6M | 191.5K | — | — |
| Q2 2026 | $18.1M | 106.5K | — | — |
| Q2 2026 | $5.2M | 40.3K | — | — |
| Q2 2026 | $3.2M | 26.0K | — | — |
| Q2 2026 | $130M | 611.2K | — | — |
| Q2 2026 | $4.4M | 31.2K | — | — |
| Q2 2026 | $8.5M | 131.0K | — | — |
| Q2 2026 | $9.2M | 112.9K | — | — |
| Q2 2026 | $6.2M | 97.6K | — | — |
| Q2 2026 | $3.8M | 33.2K | — | — |
| Q2 2026 | $11.7M | 191.2K | — | — |
| Q2 2026 | $1.4M | 21.8K | — | — |
| Q2 2026 | $5.3M | 76.1K | — | — |
| Q2 2026 | $29M | 164.2K | — | — |
| Q2 2026 | $433K | 27.3K | — | — |
| Q2 2026 | $13.8M | 275.1K | — | — |
| Q1 2026 | $522K | 21.5K | — | — |
| Q1 2026 | $1M | 12.1K | — | — |
| Q1 2026 | $967K | 40.9K | — | — |
| Q1 2026 | $1.8M | 79.0K | — | — |
| Q1 2026 | $2.8M | 129.2K | — | — |
| Q1 2026 | $2M | 82.2K | — | — |
| Q1 2026 | $1M | 37.3K | — | — |
| Q1 2026 | $53.8M | 468.4K | — | — |
| Q1 2026 | $3M | 23.1K | — | — |
| Q1 2026 | $1.4M | 18.3K | — | — |
| Q1 2026 | $2.5M | 107.2K | — | — |
| Q1 2026 | $30M | 410.3K | — | — |
| Q1 2026 | $4.5M | 40.1K | — | — |
| Q1 2026 | $317K | 3.7K | — | — |
| Q1 2026 | $742K | 15.2K | — | — |
| Q1 2026 | $315K | 3.3K | — | — |
| Q1 2026 | $348K | 6.0K | — | — |
| Q1 2026 | $3.7M | 78.2K | — | — |
| Q1 2026 | $722K | 32.5K | — | — |
| Q1 2026 | $19.8M | 191.8K | — | — |
| Q1 2026 | $7.4M | 51.0K | — | — |
| Q1 2026 | $4.5M | 38.8K | — | — |
| Q1 2026 | $3M | 27.6K | — | — |
| Q1 2026 | $117.1M | 610.2K | — | — |
| Q1 2026 | $3.8M | 28.7K | — | — |
| Q1 2026 | $6.5M | 144.1K | — | — |
| Q1 2026 | $9.5M | 117.4K | — | — |
| Q1 2026 | $4.6M | 99.1K | — | — |
| Q1 2026 | $3.6M | 33.6K | — | — |
| Q1 2026 | $26.5M | 485.9K | — | — |
| Q1 2026 | $1.3M | 24.3K | — | — |
| Q1 2026 | $5.7M | 84.8K | — | — |
| Q1 2026 | $25.5M | 153.7K | — | — |
| Q1 2026 | $579K | 33.4K | — | — |
| Q1 2026 | $6.9M | 137.8K | — | — |
| Q4 2025 | $572K | 21.8K | — | — |
| Q4 2025 | $1.1M | 11.9K | — | — |
| Q4 2025 | $1M | 44.0K | — | — |
| Q4 2025 | $92K | 3.9K | — | — |
| Q4 2025 | $1.9M | 82.0K | — | — |
| Q4 2025 | $2.8M | 128.4K | — | — |
| Q4 2025 | $2.7M | 109.1K | — | — |
| Q4 2025 | $927K | 34.1K | — | — |
| Q4 2025 | $49.1M | 428.7K | — | — |
| Q4 2025 | $2.3M | 18.1K | — | — |
| Q4 2025 | $174K | 4.7K | — | — |
| Q4 2025 | $851K | 10.1K | — | — |
| Q4 2025 | $1M | 45.2K | — | — |
| Q4 2025 | $29.3M | 410.2K | — | — |
| Q4 2025 | $4.1M | 34.7K | — | — |
| Q4 2025 | $262K | 3.4K | — | — |
| Q4 2025 | $83K | 1.8K | — | — |
| Q4 2025 | $235K | 3.0K | — | — |
| Q4 2025 | $307K | 5.2K | — | — |
| Q4 2025 | $3.5M | 74.3K | — | — |
| Q4 2025 | $720K | 32.7K | — | — |
| Q4 2025 | $18.6M | 181.9K | — | — |
| Q4 2025 | $5.5M | 39.4K | — | — |
| Q4 2025 | $13.2M | 112.1K | — | — |
| Q4 2025 | $3.3M | 28.8K | — | — |
| Q4 2025 | $110.8M | 578.6K | — | — |
| Q4 2025 | $4.3M | 31.7K | — | — |
| Q4 2025 | $6.2M | 135.7K | — | — |
| Q4 2025 | $8.3M | 111.2K | — | — |
| Q4 2025 | $4.3M | 91.4K | — | — |
| Q4 2025 | $3.5M | 33.5K | — | — |
| Q4 2025 | $27.9M | 471.0K | — | — |
| Q4 2025 | $1.2M | 22.5K | — | — |
| Q4 2025 | $5.3M | 75.3K | — | — |
| Q4 2025 | $10.2M | 64.9K | — | — |
| Q4 2025 | $35K | 3.5K | — | — |
| Q4 2025 | $245K | 18.5K | — | — |
| Q4 2025 | $7M | 139.1K | — | — |
| Q3 2025 | $481K | 21.0K | — | — |
| Q3 2025 | $1.1M | 12.3K | — | — |
| Q3 2025 | $991K | 41.9K | — | — |
| Q3 2025 | $1.8M | 77.4K | — | — |
| Q3 2025 | $2.6M | 117.4K | — | — |
| Q3 2025 | $2.5M | 100.0K | — | — |
| Q3 2025 | $1.3M | 47.0K | — | — |
| Q3 2025 | $36.7M | 332.1K | — | — |
| Q3 2025 | $1M | 8.3K | — | — |
| Q3 2025 | $238K | 6.6K | — | — |
| Q3 2025 | $414K | 5.3K | — | — |
| Q3 2025 | $799K | 34.6K | — | — |
| Q3 2025 | $26.3M | 358.5K | — | — |
| Q3 2025 | $3.8M | 31.6K | — | — |
| Q3 2025 | $287K | 3.8K | — | — |
| Q3 2025 | $277K | 5.1K | — | — |
| Q3 2025 | $3.4M | 74.2K | — | — |
| Q3 2025 | $710K | 33.4K | — | — |
| Q3 2025 | $16.3M | 155.4K | — | — |
| Q3 2025 | $5.2M | 38.5K | — | — |
| Q3 2025 | $12.9M | 112.4K | — | — |
| Q3 2025 | $3.6M | 32.0K | — | — |
| Q3 2025 | $115.5M | 608.8K | — | — |
| Q3 2025 | $3.4M | 25.6K | — | — |
| Q3 2025 | $5.9M | 131.8K | — | — |
| Q3 2025 | $8.5M | 110.8K | — | — |
| Q3 2025 | $2.6M | 55.4K | — | — |
| Q3 2025 | $3.4M | 34.1K | — | — |
| Q3 2025 | $21.8M | 378.4K | — | — |
| Q3 2025 | $1.1M | 22.2K | — | — |
| Q3 2025 | $5.3M | 73.6K | — | — |
| Q3 2025 | $9.8M | 63.0K | — | — |
| Q3 2025 | $244K | 18.2K | — | — |
| Q3 2025 | $7.5M | 148.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B