Back to IVZ
New England Private Wealth Advisors LLC → IVZ
New England Private Wealth Advisors LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
42
Latest value
$25.4M
Q3 2026
Peak value
$35.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.4M |
| Q3 2025 | $9.5M |
| Q3 2025 | $1.6M |
| Q3 2025 | $28.1M |
| Q3 2025 | $9.9M |
| Q3 2025 | $4.7M |
| Q3 2025 | $28.1M |
| Q4 2025 | $6.5M |
| Q4 2025 | $6.5M |
| Q4 2025 | $9.7M |
| Q4 2025 | $9.7M |
| Q4 2025 | $35.9M |
| Q4 2025 | $1.7M |
| Q4 2025 | $27.4M |
| Q4 2025 | $27.4M |
| Q4 2025 | $10.1M |
| Q4 2025 | $10.1M |
| Q4 2025 | $4.9M |
| Q4 2025 | $4.9M |
| Q4 2025 | $27M |
| Q4 2025 | $27M |
| Q1 2026 | $7M |
| Q1 2026 | $10.2M |
| Q1 2026 | $1.8M |
| Q1 2026 | $26.4M |
| Q1 2026 | $9.2M |
| Q1 2026 | $4.9M |
| Q1 2026 | $26.7M |
| Q2 2026 | $6.8M |
| Q2 2026 | $11.2M |
| Q2 2026 | $1.9M |
| Q2 2026 | $31.9M |
| Q2 2026 | $10.6M |
| Q2 2026 | $5.7M |
| Q2 2026 | $28.3M |
| Q3 2026 | $6.2M |
| Q3 2026 | $10.8M |
| Q3 2026 | $1.9M |
| Q3 2026 | $32.7M |
| Q3 2026 | $10.3M |
| Q3 2026 | $5.7M |
| Q3 2026 | $25.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $25.4M | 360.4K | — | — |
| Q3 2026 | $5.7M | 103.9K | — | — |
| Q3 2026 | $10.3M | 49.7K | — | — |
| Q3 2026 | $32.7M | 561.0K | — | — |
| Q3 2026 | $1.9M | 16.9K | — | — |
| Q3 2026 | $10.8M | 182.6K | — | — |
| Q3 2026 | $6.2M | 40.0K | — | — |
| Q2 2026 | $28.3M | 366.2K | — | — |
| Q2 2026 | $5.7M | 103.9K | — | — |
| Q2 2026 | $10.6M | 49.5K | — | — |
| Q2 2026 | $31.9M | 562.9K | — | — |
| Q2 2026 | $1.9M | 16.8K | — | — |
| Q2 2026 | $11.2M | 185.6K | — | — |
| Q2 2026 | $6.8M | 38.6K | — | — |
| Q1 2026 | $26.7M | 365.7K | — | — |
| Q1 2026 | $4.9M | 103.9K | — | — |
| Q1 2026 | $9.2M | 47.8K | — | — |
| Q1 2026 | $26.4M | 564.1K | — | — |
| Q1 2026 | $1.8M | 16.7K | — | — |
| Q1 2026 | $10.2M | 185.6K | — | — |
| Q1 2026 | $7M | 42.0K | — | — |
| Q4 2025 | $27M | 377.6K | — | — |
| Q4 2025 | $27M | 377.6K | — | — |
| Q4 2025 | $4.9M | 103.7K | — | — |
| Q4 2025 | $4.9M | 103.7K | — | — |
| Q4 2025 | $10.1M | 52.6K | — | — |
| Q4 2025 | $10.1M | 52.6K | — | — |
| Q4 2025 | $27.4M | 586.7K | — | — |
| Q4 2025 | $27.4M | 586.7K | — | — |
| Q4 2025 | $1.7M | 16.6K | — | — |
| Q4 2025 | $35.9M | 346.9K | — | — |
| Q4 2025 | $9.7M | 185.6K | — | — |
| Q4 2025 | $9.7M | 185.6K | — | — |
| Q4 2025 | $6.5M | 41.5K | — | — |
| Q4 2025 | $6.5M | 41.5K | — | — |
| Q3 2025 | $28.1M | 382.0K | — | — |
| Q3 2025 | $4.7M | 103.5K | — | — |
| Q3 2025 | $9.9M | 52.3K | — | — |
| Q3 2025 | $28.1M | 589.7K | — | — |
| Q3 2025 | $1.6M | 16.5K | — | — |
| Q3 2025 | $9.5M | 186.2K | — | — |
| Q3 2025 | $6.4M | 41.3K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B