Back to IVZ
Pinnacle Wealth Management Group, Inc. → IVZ
Pinnacle Wealth Management Group, Inc. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
16
Latest value
$3.4M
Q3 2026
Peak value
$6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $246K |
| Q4 2025 | $6M |
| Q4 2025 | $4.8M |
| Q4 2025 | $3.1M |
| Q1 2026 | $234K |
| Q1 2026 | $5.4M |
| Q1 2026 | $5.2M |
| Q1 2026 | $3.1M |
| Q2 2026 | $242K |
| Q2 2026 | $5.9M |
| Q2 2026 | $5.4M |
| Q2 2026 | $3.6M |
| Q3 2026 | $237K |
| Q3 2026 | $1M |
| Q3 2026 | $5.1M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 39.2K | — | — |
| Q3 2026 | $5.1M | 72.9K | — | — |
| Q3 2026 | $1M | 4.9K | — | — |
| Q3 2026 | $237K | 3.5K | — | — |
| Q2 2026 | $3.6M | 38.7K | — | — |
| Q2 2026 | $5.4M | 71.7K | — | — |
| Q2 2026 | $5.9M | 27.8K | — | — |
| Q2 2026 | $242K | 3.5K | — | — |
| Q1 2026 | $3.1M | 38.7K | — | — |
| Q1 2026 | $5.2M | 71.0K | — | — |
| Q1 2026 | $5.4M | 27.9K | — | — |
| Q1 2026 | $234K | 3.5K | — | — |
| Q4 2025 | $3.1M | 37.0K | — | — |
| Q4 2025 | $4.8M | 67.5K | — | — |
| Q4 2025 | $6M | 31.1K | — | — |
| Q4 2025 | $246K | 3.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B