Back to IVZ
Legacy Capital Wealth Partners, LLC → IVZ
Legacy Capital Wealth Partners, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$9.4M
Q3 2026
Peak value
$9.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.8M |
| Q3 2025 | $216K |
| Q3 2025 | $7.7M |
| Q4 2025 | $7.1M |
| Q4 2025 | $7.6M |
| Q1 2026 | $7M |
| Q1 2026 | $3.9M |
| Q1 2026 | $8.4M |
| Q2 2026 | $367K |
| Q2 2026 | $7.5M |
| Q2 2026 | $220K |
| Q2 2026 | $9.3M |
| Q3 2026 | $7.6M |
| Q3 2026 | $243K |
| Q3 2026 | $9.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.4M | 79.8K | — | — |
| Q3 2026 | $243K | 1.2K | — | — |
| Q3 2026 | $7.6M | 59.4K | — | — |
| Q2 2026 | $9.3M | 79.1K | — | — |
| Q2 2026 | $220K | 1.0K | — | — |
| Q2 2026 | $7.5M | 58.5K | — | — |
| Q2 2026 | $367K | 7.3K | — | — |
| Q1 2026 | $8.4M | 78.7K | — | — |
| Q1 2026 | $3.9M | 20.3K | — | — |
| Q1 2026 | $7M | 58.8K | — | — |
| Q4 2025 | $7.6M | 72.5K | — | — |
| Q4 2025 | $7.1M | 58.8K | — | — |
| Q3 2025 | $7.7M | 75.3K | — | — |
| Q3 2025 | $216K | 1.1K | — | — |
| Q3 2025 | $7.8M | 64.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B