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Parcion Private Wealth LLC → IVZ

Parcion Private Wealth LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
25
Latest value
$506K
Q3 2026
Peak value
$27.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$367K
Q4 2025$18.5M
Q4 2025$518K
Q4 2025$1.2M
Q4 2025$11K
Q4 2025$211K
Q4 2025$207K
Q1 2026$338K
Q1 2026$26.3M
Q1 2026$574K
Q1 2026$1.2M
Q1 2026$33K
Q1 2026$232K
Q1 2026$211K
Q2 2026$379K
Q2 2026$27.6M
Q2 2026$684K
Q2 2026$1.2M
Q2 2026$237K
Q2 2026$265K
Q3 2026$394K
Q3 2026$26.2M
Q3 2026$668K
Q3 2026$1.1M
Q3 2026$506K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$506K16.8K——
Q3 2026$1.1M50.5K——
Q3 2026$668K4.6K——
Q3 2026$26.2M126.1K——
Q3 2026$394K6.2K——
Q2 2026$265K10.0K——
Q2 2026$237K10.1K——
Q2 2026$1.2M54.7K——
Q2 2026$684K4.0K——
Q2 2026$27.6M129.9K——
Q2 2026$379K6.2K——
Q1 2026$211K8.7K——
Q1 2026$232K10.1K——
Q1 2026$33K1.4K——
Q1 2026$1.2M54.6K——
Q1 2026$574K4.0K——
Q1 2026$26.3M137.2K——
Q1 2026$338K6.2K——
Q4 2025$207K7.9K——
Q4 2025$211K9.1K——
Q4 2025$11K457——
Q4 2025$1.2M54.3K——
Q4 2025$518K3.7K——
Q4 2025$18.5M96.5K——
Q4 2025$367K6.2K——

Other funds holding IVZ

Other Parcion Private Wealth LLC positions

ETHA

ISHARES TR

$159.6M
ETHA

ISHARES TR

$130.5M
ETHA

ISHARES TR

$128.8M
VGES

VANGUARD WHITEHALL FDS

$108.9M
ETHA

ISHARES TR

$90.9M
FPF

FIRST TR EXCHANGE TRADED FD

$66.6M
FPF

FIRST TR EXCHANGE TRADED FD

$59.9M
QQQ

INVESCO QQQ TR

$59.7M