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PREVAIL INNOVATIVE WEALTH ADVISORS, LLC → IVZ
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$3.6M
Q3 2026
Peak value
$28.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.7M |
| Q3 2025 | $1.9M |
| Q4 2025 | $4.8M |
| Q4 2025 | $9.8M |
| Q4 2025 | $2.1M |
| Q1 2026 | $10.4M |
| Q1 2026 | $2.2M |
| Q2 2026 | $28.5M |
| Q2 2026 | $16.7M |
| Q2 2026 | $707K |
| Q2 2026 | $2.5M |
| Q3 2026 | $5.6M |
| Q3 2026 | $17.2M |
| Q3 2026 | $352K |
| Q3 2026 | $3.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.6M | 116.7K | — | — |
| Q3 2026 | $352K | 14.9K | — | — |
| Q3 2026 | $17.2M | 152.3K | — | — |
| Q3 2026 | $5.6M | 26.6K | — | — |
| Q2 2026 | $2.5M | 96.5K | — | — |
| Q2 2026 | $707K | 29.1K | — | — |
| Q2 2026 | $16.7M | 148.1K | — | — |
| Q2 2026 | $28.5M | 134.1K | — | — |
| Q1 2026 | $2.2M | 92.0K | — | — |
| Q1 2026 | $10.4M | 100.9K | — | — |
| Q4 2025 | $2.1M | 85.6K | — | — |
| Q4 2025 | $9.8M | 95.6K | — | — |
| Q4 2025 | $4.8M | 24.9K | — | — |
| Q3 2025 | $1.9M | 75.2K | — | — |
| Q3 2025 | $7.7M | 73.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B