Back to IVZ
Onyx Bridge Wealth Group LLC → IVZ
Onyx Bridge Wealth Group LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
26
Latest value
$412K
Q3 2026
Peak value
$37.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.4M |
| Q3 2025 | $3.1M |
| Q3 2025 | $50K |
| Q3 2025 | $1.1M |
| Q3 2025 | $722K |
| Q4 2025 | $1.4M |
| Q4 2025 | $3M |
| Q4 2025 | $49K |
| Q4 2025 | $578K |
| Q4 2025 | $1.1M |
| Q4 2025 | $638K |
| Q1 2026 | $1.5M |
| Q1 2026 | $4.9M |
| Q1 2026 | $849K |
| Q1 2026 | $1M |
| Q1 2026 | $457K |
| Q2 2026 | $1.6M |
| Q2 2026 | $5.5M |
| Q2 2026 | $34.4M |
| Q2 2026 | $1.1M |
| Q2 2026 | $452K |
| Q3 2026 | $37.4M |
| Q3 2026 | $9.2M |
| Q3 2026 | $1.9M |
| Q3 2026 | $998K |
| Q3 2026 | $412K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $412K | 16.3K | — | — |
| Q3 2026 | $998K | 14.2K | — | — |
| Q3 2026 | $1.9M | 12.3K | — | — |
| Q3 2026 | $9.2M | 82.8K | — | — |
| Q3 2026 | $37.4M | 179.9K | — | — |
| Q2 2026 | $452K | 16.9K | — | — |
| Q2 2026 | $1.1M | 14.1K | — | — |
| Q2 2026 | $34.4M | 213.0K | — | — |
| Q2 2026 | $5.5M | 48.9K | — | — |
| Q2 2026 | $1.6M | 7.7K | — | — |
| Q1 2026 | $457K | 16.9K | — | — |
| Q1 2026 | $1M | 14.0K | — | — |
| Q1 2026 | $849K | 7.6K | — | — |
| Q1 2026 | $4.9M | 47.1K | — | — |
| Q1 2026 | $1.5M | 7.7K | — | — |
| Q4 2025 | $638K | 23.4K | — | — |
| Q4 2025 | $1.1M | 14.8K | — | — |
| Q4 2025 | $578K | 4.8K | — | — |
| Q4 2025 | $49K | 479 | — | — |
| Q4 2025 | $3M | 29.3K | — | — |
| Q4 2025 | $1.4M | 7.2K | — | — |
| Q3 2025 | $722K | 26.5K | — | — |
| Q3 2025 | $1.1M | 15.0K | — | — |
| Q3 2025 | $50K | 479 | — | — |
| Q3 2025 | $3.1M | 29.9K | — | — |
| Q3 2025 | $1.4M | 7.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B