Back to IVZ
Peak Financial Management, Inc. → IVZ
Peak Financial Management, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$21.1M
Q3 2026
Peak value
$21.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $10.7M |
| Q4 2025 | $17.6M |
| Q1 2026 | $11.3M |
| Q1 2026 | $18.3M |
| Q2 2026 | $12.1M |
| Q2 2026 | $21.1M |
| Q3 2026 | $12.3M |
| Q3 2026 | $21.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.1M | 101.4K | — | — |
| Q3 2026 | $12.3M | 107.2K | — | — |
| Q2 2026 | $21.1M | 99.1K | — | — |
| Q2 2026 | $12.1M | 106.2K | — | — |
| Q1 2026 | $18.3M | 95.1K | — | — |
| Q1 2026 | $11.3M | 105.5K | — | — |
| Q4 2025 | $17.6M | 92.1K | — | — |
| Q4 2025 | $10.7M | 103.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B