Back to IVZ
Kraft, Davis & Associates, LLC → IVZ
Kraft, Davis & Associates, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
18
Latest value
$12.4M
Q3 2026
Peak value
$12.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $492K |
| Q3 2025 | $392K |
| Q3 2025 | $10.3M |
| Q4 2025 | $549K |
| Q4 2025 | $400K |
| Q4 2025 | $11.6M |
| Q1 2026 | $467K |
| Q1 2026 | $400K |
| Q1 2026 | $239K |
| Q1 2026 | $10.5M |
| Q2 2026 | $367K |
| Q2 2026 | $418K |
| Q2 2026 | $271K |
| Q2 2026 | $11.6M |
| Q3 2026 | $328K |
| Q3 2026 | $428K |
| Q3 2026 | $232K |
| Q3 2026 | $12.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.4M | 92.7K | — | — |
| Q3 2026 | $232K | 1.8K | — | — |
| Q3 2026 | $428K | 3.7K | — | — |
| Q3 2026 | $328K | 2.1K | — | — |
| Q2 2026 | $11.6M | 89.5K | — | — |
| Q2 2026 | $271K | 1.8K | — | — |
| Q2 2026 | $418K | 3.7K | — | — |
| Q2 2026 | $367K | 2.1K | — | — |
| Q1 2026 | $10.5M | 85.2K | — | — |
| Q1 2026 | $239K | 1.8K | — | — |
| Q1 2026 | $400K | 3.7K | — | — |
| Q1 2026 | $467K | 2.8K | — | — |
| Q4 2025 | $11.6M | 98.7K | — | — |
| Q4 2025 | $400K | 3.7K | — | — |
| Q4 2025 | $549K | 3.1K | — | — |
| Q3 2025 | $10.3M | 92.5K | — | — |
| Q3 2025 | $392K | 3.7K | — | — |
| Q3 2025 | $492K | 3.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B