Back to IVZ
PRECEDENT WEALTH PARTNERS, LLC → IVZ
PRECEDENT WEALTH PARTNERS, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
32
Latest value
$5M
Q3 2026
Peak value
$11.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.9M |
| Q4 2025 | $5.9M |
| Q4 2025 | $9.8M |
| Q4 2025 | $4.3M |
| Q4 2025 | $3.9M |
| Q4 2025 | $3.6M |
| Q4 2025 | $3.7M |
| Q4 2025 | $3.7M |
| Q1 2026 | $9.6M |
| Q1 2026 | $6.1M |
| Q1 2026 | $11.2M |
| Q1 2026 | $4.8M |
| Q1 2026 | $4.1M |
| Q1 2026 | $3.8M |
| Q1 2026 | $3.9M |
| Q1 2026 | $4.1M |
| Q2 2026 | $10.6M |
| Q2 2026 | $6.6M |
| Q2 2026 | $5.9M |
| Q2 2026 | $5.2M |
| Q2 2026 | $4.4M |
| Q2 2026 | $4.1M |
| Q2 2026 | $4.2M |
| Q2 2026 | $4.5M |
| Q3 2026 | $10.6M |
| Q3 2026 | $9.4M |
| Q3 2026 | $2.9M |
| Q3 2026 | $5.1M |
| Q3 2026 | $5M |
| Q3 2026 | $4.6M |
| Q3 2026 | $4.8M |
| Q3 2026 | $5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5M | 214.2K | — | — |
| Q3 2026 | $4.8M | 209.3K | — | — |
| Q3 2026 | $4.6M | 205.3K | — | — |
| Q3 2026 | $5M | 239.5K | — | — |
| Q3 2026 | $5.1M | 93.5K | — | — |
| Q3 2026 | $2.9M | 25.8K | — | — |
| Q3 2026 | $9.4M | 45.2K | — | — |
| Q3 2026 | $10.6M | 166.6K | — | — |
| Q2 2026 | $4.5M | 190.1K | — | — |
| Q2 2026 | $4.2M | 180.0K | — | — |
| Q2 2026 | $4.1M | 179.0K | — | — |
| Q2 2026 | $4.4M | 199.7K | — | — |
| Q2 2026 | $5.2M | 95.9K | — | — |
| Q2 2026 | $5.9M | 52.5K | — | — |
| Q2 2026 | $6.6M | 31.2K | — | — |
| Q2 2026 | $10.6M | 173.4K | — | — |
| Q1 2026 | $4.1M | 171.9K | — | — |
| Q1 2026 | $3.9M | 168.0K | — | — |
| Q1 2026 | $3.8M | 166.3K | — | — |
| Q1 2026 | $4.1M | 186.3K | — | — |
| Q1 2026 | $4.8M | 100.1K | — | — |
| Q1 2026 | $11.2M | 108.6K | — | — |
| Q1 2026 | $6.1M | 31.7K | — | — |
| Q1 2026 | $9.6M | 175.1K | — | — |
| Q4 2025 | $3.7M | 157.9K | — | — |
| Q4 2025 | $3.7M | 158.1K | — | — |
| Q4 2025 | $3.6M | 153.4K | — | — |
| Q4 2025 | $3.9M | 175.5K | — | — |
| Q4 2025 | $4.3M | 91.1K | — | — |
| Q4 2025 | $9.8M | 95.3K | — | — |
| Q4 2025 | $5.9M | 31.0K | — | — |
| Q4 2025 | $11.9M | 201.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B