Back to IVZ
LIFELONG WEALTH ADVISORS, INC. → IVZ
LIFELONG WEALTH ADVISORS, INC. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$4.1M
Q3 2026
Peak value
$7.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.4M |
| Q3 2025 | $2.1M |
| Q4 2025 | $7.4M |
| Q4 2025 | $3.5M |
| Q1 2026 | $7.6M |
| Q1 2026 | $3.6M |
| Q2 2026 | $399K |
| Q2 2026 | $4.3M |
| Q3 2026 | $254K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 27.0K | — | — |
| Q3 2026 | $254K | 4.0K | — | — |
| Q2 2026 | $4.3M | 26.7K | — | — |
| Q2 2026 | $399K | 6.5K | — | — |
| Q1 2026 | $3.6M | 32.6K | — | — |
| Q1 2026 | $7.6M | 138.8K | — | — |
| Q4 2025 | $3.5M | 29.0K | — | — |
| Q4 2025 | $7.4M | 124.1K | — | — |
| Q3 2025 | $2.1M | 17.4K | — | — |
| Q3 2025 | $3.4M | 59.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B