Back to IVZ
NEW WAVE WEALTH ADVISORS LLC → IVZ
NEW WAVE WEALTH ADVISORS LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
14
Latest value
$6.8M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $331K |
| Q4 2025 | $365K |
| Q4 2025 | $504K |
| Q1 2026 | $333K |
| Q1 2026 | $218K |
| Q2 2026 | $2.4M |
| Q2 2026 | $2.4M |
| Q2 2026 | $570K |
| Q2 2026 | $570K |
| Q2 2026 | $8.7M |
| Q2 2026 | $8.7M |
| Q3 2026 | $442K |
| Q3 2026 | $555K |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 32.1K | — | — |
| Q3 2026 | $555K | 8.2K | — | — |
| Q3 2026 | $442K | 3.7K | — | — |
| Q2 2026 | $8.7M | 41.1K | — | — |
| Q2 2026 | $8.7M | 41.1K | — | — |
| Q2 2026 | $570K | 8.8K | — | — |
| Q2 2026 | $570K | 8.8K | — | — |
| Q2 2026 | $2.4M | 20.7K | — | — |
| Q2 2026 | $2.4M | 20.7K | — | — |
| Q1 2026 | $218K | 1.1K | — | — |
| Q1 2026 | $333K | 7.4K | — | — |
| Q4 2025 | $504K | 6.0K | — | — |
| Q4 2025 | $365K | 8.0K | — | — |
| Q3 2025 | $331K | 7.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B