Back to IVZ
NBZ Investment Advisors LLC → IVZ
NBZ Investment Advisors LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
14
Latest value
$769K
Q3 2026
Peak value
$14.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $26K |
| Q3 2025 | $58K |
| Q3 2025 | $11.7M |
| Q4 2025 | $59K |
| Q4 2025 | $12.6M |
| Q1 2026 | $55K |
| Q1 2026 | $13.5M |
| Q1 2026 | $213K |
| Q2 2026 | $63K |
| Q2 2026 | $14.6M |
| Q2 2026 | $307K |
| Q3 2026 | $50K |
| Q3 2026 | $14.5M |
| Q3 2026 | $769K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $769K | 5.1K | — | — |
| Q3 2026 | $14.5M | 130.2K | — | — |
| Q3 2026 | $50K | 417 | — | — |
| Q2 2026 | $307K | 1.9K | — | — |
| Q2 2026 | $14.6M | 129.5K | — | — |
| Q2 2026 | $63K | 511 | — | — |
| Q1 2026 | $213K | 1.9K | — | — |
| Q1 2026 | $13.5M | 130.9K | — | — |
| Q1 2026 | $55K | 511 | — | — |
| Q4 2025 | $12.6M | 122.7K | — | — |
| Q4 2025 | $59K | 514 | — | — |
| Q3 2025 | $11.7M | 111.8K | — | — |
| Q3 2025 | $58K | 513 | — | — |
| Q3 2025 | $26K | 135 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B