Back to IVZ
LAKE STREET PRIVATE WEALTH, LLC → IVZ
LAKE STREET PRIVATE WEALTH, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$6.1M
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q3 2025 | $10.4M |
| Q4 2025 | $8.3M |
| Q4 2025 | $6.5M |
| Q1 2026 | $10.5M |
| Q1 2026 | $6.1M |
| Q2 2026 | $11.3M |
| Q2 2026 | $6.3M |
| Q3 2026 | $11.8M |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 29.1K | — | — |
| Q3 2026 | $11.8M | 237.2K | — | — |
| Q2 2026 | $6.3M | 29.5K | — | — |
| Q2 2026 | $11.3M | 225.0K | — | — |
| Q1 2026 | $6.1M | 32.0K | — | — |
| Q1 2026 | $10.5M | 210.3K | — | — |
| Q4 2025 | $6.5M | 34.0K | — | — |
| Q4 2025 | $8.3M | 164.5K | — | — |
| Q3 2025 | $10.4M | 54.8K | — | — |
| Q3 2025 | $5.5M | 109.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B