Back to IVZ
MONTAG A & ASSOCIATES INC → IVZ
MONTAG A & ASSOCIATES INC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$42M
Q3 2026
Peak value
$42M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $831K |
| Q3 2025 | $2.9M |
| Q3 2025 | $98K |
| Q3 2025 | $29.3M |
| Q3 2025 | $2.4M |
| Q4 2025 | $678K |
| Q4 2025 | $3.6M |
| Q4 2025 | $96K |
| Q4 2025 | $28.5M |
| Q1 2026 | $583K |
| Q1 2026 | $3.6M |
| Q1 2026 | $96K |
| Q1 2026 | $32.4M |
| Q2 2026 | $578K |
| Q2 2026 | $3.8M |
| Q2 2026 | $131K |
| Q2 2026 | $129K |
| Q2 2026 | $40.9M |
| Q3 2026 | $576K |
| Q3 2026 | $3.6M |
| Q3 2026 | $240K |
| Q3 2026 | $151K |
| Q3 2026 | $42M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $42M | 201.7K | — | — |
| Q3 2026 | $151K | 2.3K | — | — |
| Q3 2026 | $240K | 4.1K | — | — |
| Q3 2026 | $3.6M | 31.4K | — | — |
| Q3 2026 | $576K | 11.5K | — | — |
| Q2 2026 | $40.9M | 192.2K | — | — |
| Q2 2026 | $129K | 2.0K | — | — |
| Q2 2026 | $131K | 2.1K | — | — |
| Q2 2026 | $3.8M | 33.1K | — | — |
| Q2 2026 | $578K | 11.5K | — | — |
| Q1 2026 | $32.4M | 169.0K | — | — |
| Q1 2026 | $96K | 2.1K | — | — |
| Q1 2026 | $3.6M | 33.1K | — | — |
| Q1 2026 | $583K | 11.6K | — | — |
| Q4 2025 | $28.5M | 148.7K | — | — |
| Q4 2025 | $96K | 2.1K | — | — |
| Q4 2025 | $3.6M | 34.8K | — | — |
| Q4 2025 | $678K | 13.5K | — | — |
| Q3 2025 | $2.4M | 52.1K | — | — |
| Q3 2025 | $29.3M | 154.3K | — | — |
| Q3 2025 | $98K | 2.1K | — | — |
| Q3 2025 | $2.9M | 29.4K | — | — |
| Q3 2025 | $831K | 16.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B