Back to IVZ
Plan Group Financial, LLC → IVZ
Plan Group Financial, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
18
Latest value
$296K
Q3 2026
Peak value
$9.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.4M |
| Q3 2025 | $1.2M |
| Q3 2025 | $4.7M |
| Q4 2025 | $4.6M |
| Q4 2025 | $1M |
| Q4 2025 | $3.4M |
| Q1 2026 | $9.4M |
| Q1 2026 | $903K |
| Q1 2026 | $2.4M |
| Q2 2026 | $8M |
| Q2 2026 | $899K |
| Q2 2026 | $3.1M |
| Q2 2026 | $215K |
| Q3 2026 | $7.9M |
| Q3 2026 | $1M |
| Q3 2026 | $2M |
| Q3 2026 | $208K |
| Q3 2026 | $296K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $296K | 10.3K | — | — |
| Q3 2026 | $208K | 964 | — | — |
| Q3 2026 | $2M | 36.2K | — | — |
| Q3 2026 | $1M | 8.3K | — | — |
| Q3 2026 | $7.9M | 394.4K | — | — |
| Q2 2026 | $215K | 8.2K | — | — |
| Q2 2026 | $3.1M | 48.3K | — | — |
| Q2 2026 | $899K | 7.9K | — | — |
| Q2 2026 | $8M | 504.0K | — | — |
| Q1 2026 | $2.4M | 52.2K | — | — |
| Q1 2026 | $903K | 8.4K | — | — |
| Q1 2026 | $9.4M | 541.4K | — | — |
| Q4 2025 | $3.4M | 73.1K | — | — |
| Q4 2025 | $1M | 9.7K | — | — |
| Q4 2025 | $4.6M | 349.6K | — | — |
| Q3 2025 | $4.7M | 98.2K | — | — |
| Q3 2025 | $1.2M | 11.9K | — | — |
| Q3 2025 | $4.4M | 330.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B