Back to IVZ
Pinnacle Financial Group, LLC / IL → IVZ
Pinnacle Financial Group, LLC / IL IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
14
Latest value
$282K
Q3 2026
Peak value
$35.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $417K |
| Q3 2025 | $31.1M |
| Q4 2025 | $608K |
| Q4 2025 | $31.5M |
| Q4 2025 | $214K |
| Q1 2026 | $636K |
| Q1 2026 | $31.8M |
| Q1 2026 | $221K |
| Q2 2026 | $767K |
| Q2 2026 | $35.9M |
| Q2 2026 | $291K |
| Q3 2026 | $752K |
| Q3 2026 | $35.2M |
| Q3 2026 | $282K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $282K | 6.4K | — | — |
| Q3 2026 | $35.2M | 647.4K | — | — |
| Q3 2026 | $752K | 3.6K | — | — |
| Q2 2026 | $291K | 6.4K | — | — |
| Q2 2026 | $35.9M | 665.1K | — | — |
| Q2 2026 | $767K | 3.6K | — | — |
| Q1 2026 | $221K | 6.1K | — | — |
| Q1 2026 | $31.8M | 668.3K | — | — |
| Q1 2026 | $636K | 3.3K | — | — |
| Q4 2025 | $214K | 5.8K | — | — |
| Q4 2025 | $31.5M | 670.4K | — | — |
| Q4 2025 | $608K | 3.2K | — | — |
| Q3 2025 | $31.1M | 688.3K | — | — |
| Q3 2025 | $417K | 2.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B