Back to IVZ
PEAK FINANCIAL ADVISORS LLC → IVZ
PEAK FINANCIAL ADVISORS LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$4.1M
Q3 2026
Peak value
$4.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $4.4M |
| Q1 2026 | $3.3M |
| Q2 2026 | $4.7M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 26.7K | — | — |
| Q2 2026 | $4.7M | 29.4K | — | — |
| Q1 2026 | $3.3M | 29.8K | — | — |
| Q4 2025 | $4.4M | 37.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B