Back to IVZ
Lantern Wealth Advisors, LLC → IVZ
Lantern Wealth Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
18
Latest value
$341K
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q3 2025 | $213K |
| Q3 2025 | $319K |
| Q4 2025 | $7.5M |
| Q4 2025 | $220K |
| Q4 2025 | $448K |
| Q1 2026 | $7.6M |
| Q1 2026 | $222K |
| Q1 2026 | $569K |
| Q1 2026 | $248K |
| Q2 2026 | $8.4M |
| Q2 2026 | $222K |
| Q2 2026 | $770K |
| Q2 2026 | $337K |
| Q3 2026 | $8.2M |
| Q3 2026 | $214K |
| Q3 2026 | $297K |
| Q3 2026 | $341K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $341K | 2.6K | — | — |
| Q3 2026 | $297K | 2.0K | — | — |
| Q3 2026 | $214K | 10.0K | — | — |
| Q3 2026 | $8.2M | 39.3K | — | — |
| Q2 2026 | $337K | 2.6K | — | — |
| Q2 2026 | $770K | 4.8K | — | — |
| Q2 2026 | $222K | 10.0K | — | — |
| Q2 2026 | $8.4M | 39.5K | — | — |
| Q1 2026 | $248K | 2.2K | — | — |
| Q1 2026 | $569K | 5.1K | — | — |
| Q1 2026 | $222K | 10.0K | — | — |
| Q1 2026 | $7.6M | 39.3K | — | — |
| Q4 2025 | $448K | 3.8K | — | — |
| Q4 2025 | $220K | 10.0K | — | — |
| Q4 2025 | $7.5M | 39.3K | — | — |
| Q3 2025 | $319K | 2.6K | — | — |
| Q3 2025 | $213K | 10.0K | — | — |
| Q3 2025 | $7.5M | 39.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B