Back to IVZ
Oasis Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$742K
Q3 2026
Peak value
$27.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $20.3M |
| Q4 2025 | $10M |
| Q1 2026 | $27.9M |
| Q2 2026 | $14.4M |
| Q2 2026 | $9.9M |
| Q3 2026 | $17.9M |
| Q3 2026 | $13.1M |
| Q3 2026 | $742K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $742K | 34.7K | — | — |
| Q3 2026 | $13.1M | 117.7K | — | — |
| Q3 2026 | $17.9M | 121.7K | — | — |
| Q2 2026 | $9.9M | 87.9K | — | — |
| Q2 2026 | $14.4M | 84.5K | — | — |
| Q1 2026 | $27.9M | 4.67M | — | — |
| Q4 2025 | $10M | 97.5K | — | — |
| Q4 2025 | $20.3M | 146.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B