Back to IVZ
New England Capital Financial Advisors LLC → IVZ
New England Capital Financial Advisors LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
14
Latest value
$6K
Q3 2026
Peak value
$26.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.5M |
| Q4 2025 | $29 |
| Q4 2025 | $19K |
| Q4 2025 | $21.6M |
| Q1 2026 | $4.5M |
| Q1 2026 | $18K |
| Q1 2026 | $22M |
| Q2 2026 | $3.7M |
| Q2 2026 | $19K |
| Q2 2026 | $26.8M |
| Q3 2026 | $4.5M |
| Q3 2026 | $19K |
| Q3 2026 | $26.4M |
| Q3 2026 | $6K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6K | 236 | — | — |
| Q3 2026 | $26.4M | 126.7K | — | — |
| Q3 2026 | $19K | 275 | — | — |
| Q3 2026 | $4.5M | 234.8K | — | — |
| Q2 2026 | $26.8M | 126.1K | — | — |
| Q2 2026 | $19K | 274 | — | — |
| Q2 2026 | $3.7M | 233.7K | — | — |
| Q1 2026 | $22M | 114.5K | — | — |
| Q1 2026 | $18K | 274 | — | — |
| Q1 2026 | $4.5M | 260.3K | — | — |
| Q4 2025 | $21.6M | 112.6K | — | — |
| Q4 2025 | $19K | 273 | — | — |
| Q4 2025 | $29 | 0 | — | — |
| Q4 2025 | $3.5M | 265.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B