Back to IVZ
Paulson Wealth Management Inc. → IVZ
Paulson Wealth Management Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
24
Latest value
$1.8M
Q3 2026
Peak value
$11.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q3 2025 | $698K |
| Q3 2025 | $900K |
| Q3 2025 | $1.3M |
| Q4 2025 | $4.4M |
| Q4 2025 | $292K |
| Q4 2025 | $892K |
| Q4 2025 | $959K |
| Q4 2025 | $1.4M |
| Q1 2026 | $6.1M |
| Q1 2026 | $748K |
| Q1 2026 | $1.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.9M |
| Q2 2026 | $8.7M |
| Q2 2026 | $751K |
| Q2 2026 | $1.3M |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.8M |
| Q3 2026 | $11.6M |
| Q3 2026 | $821K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.8M | 77.4K | — | — |
| Q3 2026 | $1.4M | 63.5K | — | — |
| Q3 2026 | $1.4M | 60.8K | — | — |
| Q3 2026 | $821K | 39.3K | — | — |
| Q3 2026 | $11.6M | 56.0K | — | — |
| Q2 2026 | $1.8M | 77.7K | — | — |
| Q2 2026 | $1.4M | 58.8K | — | — |
| Q2 2026 | $1.3M | 56.8K | — | — |
| Q2 2026 | $751K | 34.3K | — | — |
| Q2 2026 | $8.7M | 41.0K | — | — |
| Q1 2026 | $1.9M | 78.5K | — | — |
| Q1 2026 | $1.4M | 59.7K | — | — |
| Q1 2026 | $1.3M | 57.5K | — | — |
| Q1 2026 | $748K | 34.3K | — | — |
| Q1 2026 | $6.1M | 31.6K | — | — |
| Q4 2025 | $1.4M | 59.7K | — | — |
| Q4 2025 | $959K | 40.8K | — | — |
| Q4 2025 | $892K | 38.5K | — | — |
| Q4 2025 | $292K | 13.2K | — | — |
| Q4 2025 | $4.4M | 22.9K | — | — |
| Q3 2025 | $1.3M | 56.9K | — | — |
| Q3 2025 | $900K | 38.4K | — | — |
| Q3 2025 | $698K | 30.2K | — | — |
| Q3 2025 | $2.4M | 12.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B