Back to IVZ
Perigon Wealth Management, LLC → IVZ
Perigon Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
67
Latest value
$493K
Q3 2026
Peak value
$33M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.7M |
| Q4 2025 | $11.8M |
| Q4 2025 | $27.1M |
| Q4 2025 | $1.4M |
| Q4 2025 | $597K |
| Q4 2025 | $540K |
| Q4 2025 | $9.7M |
| Q4 2025 | $3.7M |
| Q4 2025 | $227K |
| Q4 2025 | $8.9M |
| Q4 2025 | $347K |
| Q4 2025 | $20.7M |
| Q4 2025 | $722K |
| Q4 2025 | $3M |
| Q4 2025 | $242K |
| Q1 2026 | $2.1M |
| Q1 2026 | $12.5M |
| Q1 2026 | $28.6M |
| Q1 2026 | $1.3M |
| Q1 2026 | $788K |
| Q1 2026 | $611K |
| Q1 2026 | $10.1M |
| Q1 2026 | $3.9M |
| Q1 2026 | $229K |
| Q1 2026 | $9.4M |
| Q1 2026 | $416K |
| Q1 2026 | $21M |
| Q1 2026 | $741K |
| Q1 2026 | $5.8M |
| Q1 2026 | $3.2M |
| Q2 2026 | $1.9M |
| Q2 2026 | $13.3M |
| Q2 2026 | $33M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1M |
| Q2 2026 | $659K |
| Q2 2026 | $216K |
| Q2 2026 | $12.7M |
| Q2 2026 | $4M |
| Q2 2026 | $3M |
| Q2 2026 | $250K |
| Q2 2026 | $10.8M |
| Q2 2026 | $827K |
| Q2 2026 | $26.5M |
| Q2 2026 | $761K |
| Q2 2026 | $6.8M |
| Q2 2026 | $3.4M |
| Q2 2026 | $419K |
| Q3 2026 | $2.3M |
| Q3 2026 | $11.6M |
| Q3 2026 | $32.6M |
| Q3 2026 | $1.5M |
| Q3 2026 | $1M |
| Q3 2026 | $570K |
| Q3 2026 | $207K |
| Q3 2026 | $15.2M |
| Q3 2026 | $3.9M |
| Q3 2026 | $2.6M |
| Q3 2026 | $224K |
| Q3 2026 | $11M |
| Q3 2026 | $670K |
| Q3 2026 | $15.1M |
| Q3 2026 | $717K |
| Q3 2026 | $5.8M |
| Q3 2026 | $3.2M |
| Q3 2026 | $280K |
| Q3 2026 | $493K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $493K | 16.4K | — | — |
| Q3 2026 | $280K | 11.8K | — | — |
| Q3 2026 | $3.2M | 23.1K | — | — |
| Q3 2026 | $5.8M | 272.0K | — | — |
| Q3 2026 | $717K | 10.2K | — | — |
| Q3 2026 | $15.1M | 99.9K | — | — |
| Q3 2026 | $670K | 4.4K | — | — |
| Q3 2026 | $11M | 201.4K | — | — |
| Q3 2026 | $224K | 2.0K | — | — |
| Q3 2026 | $2.6M | 17.6K | — | — |
| Q3 2026 | $3.9M | 32.5K | — | — |
| Q3 2026 | $15.2M | 73.0K | — | — |
| Q3 2026 | $207K | 3.1K | — | — |
| Q3 2026 | $570K | 8.1K | — | — |
| Q3 2026 | $1M | 17.3K | — | — |
| Q3 2026 | $1.5M | 23.9K | — | — |
| Q3 2026 | $32.6M | 481.3K | — | — |
| Q3 2026 | $11.6M | 74.8K | — | — |
| Q3 2026 | $2.3M | 119.4K | — | — |
| Q2 2026 | $419K | 15.9K | — | — |
| Q2 2026 | $3.4M | 23.4K | — | — |
| Q2 2026 | $6.8M | 288.9K | — | — |
| Q2 2026 | $761K | 10.2K | — | — |
| Q2 2026 | $26.5M | 164.1K | — | — |
| Q2 2026 | $827K | 4.4K | — | — |
| Q2 2026 | $10.8M | 199.3K | — | — |
| Q2 2026 | $250K | 2.2K | — | — |
| Q2 2026 | $3M | 17.4K | — | — |
| Q2 2026 | $4M | 32.8K | — | — |
| Q2 2026 | $12.7M | 59.5K | — | — |
| Q2 2026 | $216K | 3.4K | — | — |
| Q2 2026 | $659K | 8.1K | — | — |
| Q2 2026 | $1M | 16.0K | — | — |
| Q2 2026 | $1.5M | 24.3K | — | — |
| Q2 2026 | $33M | 477.5K | — | — |
| Q2 2026 | $13.3M | 75.0K | — | — |
| Q2 2026 | $1.9M | 119.8K | — | — |
| Q1 2026 | $3.2M | 24.7K | — | — |
| Q1 2026 | $5.8M | 251.8K | — | — |
| Q1 2026 | $741K | 10.1K | — | — |
| Q1 2026 | $21M | 187.6K | — | — |
| Q1 2026 | $416K | 4.4K | — | — |
| Q1 2026 | $9.4M | 196.8K | — | — |
| Q1 2026 | $229K | 2.2K | — | — |
| Q1 2026 | $3.9M | 35.9K | — | — |
| Q1 2026 | $10.1M | 52.4K | — | — |
| Q1 2026 | $611K | 7.5K | — | — |
| Q1 2026 | $788K | 16.9K | — | — |
| Q1 2026 | $1.3M | 23.6K | — | — |
| Q1 2026 | $28.6M | 427.2K | — | — |
| Q1 2026 | $12.5M | 75.5K | — | — |
| Q1 2026 | $2.1M | 121.8K | — | — |
| Q4 2025 | $242K | 9.2K | — | — |
| Q4 2025 | $3M | 23.5K | — | — |
| Q4 2025 | $722K | 10.1K | — | — |
| Q4 2025 | $20.7M | 173.7K | — | — |
| Q4 2025 | $347K | 4.4K | — | — |
| Q4 2025 | $8.9M | 190.6K | — | — |
| Q4 2025 | $227K | 2.2K | — | — |
| Q4 2025 | $3.7M | 32.2K | — | — |
| Q4 2025 | $9.7M | 50.5K | — | — |
| Q4 2025 | $540K | 7.2K | — | — |
| Q4 2025 | $597K | 12.8K | — | — |
| Q4 2025 | $1.4M | 22.9K | — | — |
| Q4 2025 | $27.1M | 384.3K | — | — |
| Q4 2025 | $11.8M | 75.2K | — | — |
| Q4 2025 | $1.7M | 125.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B