Back to IVZ
OPTIMA CAPITAL LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
24
Latest value
$6.1M
Q3 2026
Peak value
$8.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15K |
| Q4 2025 | $666K |
| Q4 2025 | $474K |
| Q4 2025 | $5M |
| Q4 2025 | $26K |
| Q4 2025 | $37K |
| Q4 2025 | $328K |
| Q4 2025 | $15K |
| Q4 2025 | $3.4M |
| Q1 2026 | $652K |
| Q1 2026 | $475K |
| Q1 2026 | $5.7M |
| Q1 2026 | $247K |
| Q1 2026 | $4.7M |
| Q2 2026 | $705K |
| Q2 2026 | $538K |
| Q2 2026 | $8.1M |
| Q2 2026 | $644K |
| Q2 2026 | $5.9M |
| Q3 2026 | $698K |
| Q3 2026 | $556K |
| Q3 2026 | $7.7M |
| Q3 2026 | $865K |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 47.7K | — | — |
| Q3 2026 | $865K | 5.7K | — | — |
| Q3 2026 | $7.7M | 36.8K | — | — |
| Q3 2026 | $556K | 2.7K | — | — |
| Q3 2026 | $698K | 4.9K | — | — |
| Q2 2026 | $5.9M | 46.0K | — | — |
| Q2 2026 | $644K | 4.0K | — | — |
| Q2 2026 | $8.1M | 37.9K | — | — |
| Q2 2026 | $538K | 2.5K | — | — |
| Q2 2026 | $705K | 5.0K | — | — |
| Q1 2026 | $4.7M | 40.7K | — | — |
| Q1 2026 | $247K | 2.2K | — | — |
| Q1 2026 | $5.7M | 29.6K | — | — |
| Q1 2026 | $475K | 2.5K | — | — |
| Q1 2026 | $652K | 5.0K | — | — |
| Q4 2025 | $3.4M | 29.9K | — | — |
| Q4 2025 | $15K | 207 | — | — |
| Q4 2025 | $328K | 2.8K | — | — |
| Q4 2025 | $37K | 357 | — | — |
| Q4 2025 | $26K | 191 | — | — |
| Q4 2025 | $5M | 25.9K | — | — |
| Q4 2025 | $474K | 2.5K | — | — |
| Q4 2025 | $666K | 5.0K | — | — |
| Q4 2025 | $15K | 1.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B