Back to IVZ
Pettinga Financial Advisors LLC → IVZ
Pettinga Financial Advisors LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$799K
Q3 2026
Peak value
$23.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q3 2025 | $16.1M |
| Q4 2025 | $5.2M |
| Q4 2025 | $17.6M |
| Q1 2026 | $6M |
| Q1 2026 | $20.4M |
| Q2 2026 | $6.2M |
| Q2 2026 | $23.2M |
| Q2 2026 | $1M |
| Q3 2026 | $939K |
| Q3 2026 | $5.8M |
| Q3 2026 | $21.8M |
| Q3 2026 | $799K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $799K | 11.3K | — | — |
| Q3 2026 | $21.8M | 400.0K | — | — |
| Q3 2026 | $5.8M | 27.7K | — | — |
| Q3 2026 | $939K | 6.1K | — | — |
| Q2 2026 | $1M | 13.4K | — | — |
| Q2 2026 | $23.2M | 429.2K | — | — |
| Q2 2026 | $6.2M | 29.2K | — | — |
| Q1 2026 | $20.4M | 428.3K | — | — |
| Q1 2026 | $6M | 31.3K | — | — |
| Q4 2025 | $17.6M | 374.2K | — | — |
| Q4 2025 | $5.2M | 26.9K | — | — |
| Q3 2025 | $16.1M | 356.4K | — | — |
| Q3 2025 | $5.5M | 29.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B