Back to IVZ
Lionsbridge Wealth Management LLC → IVZ
Lionsbridge Wealth Management LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$2.2M
Q3 2026
Peak value
$3.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.1M |
| Q4 2025 | $3.2M |
| Q4 2025 | $3.8M |
| Q1 2026 | $618K |
| Q1 2026 | $2.4M |
| Q2 2026 | $615K |
| Q2 2026 | $2.5M |
| Q2 2026 | $988K |
| Q3 2026 | $364K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 10.7K | — | — |
| Q3 2026 | $364K | 7.3K | — | — |
| Q2 2026 | $988K | 6.1K | — | — |
| Q2 2026 | $2.5M | 11.7K | — | — |
| Q2 2026 | $615K | 12.3K | — | — |
| Q1 2026 | $2.4M | 12.4K | — | — |
| Q1 2026 | $618K | 12.3K | — | — |
| Q4 2025 | $3.8M | 31.8K | — | — |
| Q4 2025 | $3.2M | 17.0K | — | — |
| Q4 2025 | $1.1M | 21.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Lionsbridge Wealth Management LLC positions
STT-PG
$13MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
JPM-PM
$6.6MJPMORGAN INCOME ETF
JPM-PM
$6.5MJ P MORGAN EXCHANGE TRADED F
STT-PG
$6.4MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
JPM-PM
$6.3MJPMORGAN INCOME ETF
STT-PG
$6.2MSPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF
PWR
$6.2MQUANTA SVCS INC COM
JPM-PM
$5.9MJPMORGAN INCOME ETF