Back to IVZ
Principia Wealth Advisory, LLC → IVZ
Principia Wealth Advisory, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$2K
Q2 2026
Peak value
$7.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $463K |
| Q3 2025 | $462K |
| Q3 2025 | $1K |
| Q4 2025 | $2.3M |
| Q4 2025 | $466K |
| Q4 2025 | $1K |
| Q1 2026 | $2.7M |
| Q1 2026 | $455K |
| Q1 2026 | $1K |
| Q2 2026 | $7.1M |
| Q2 2026 | $516K |
| Q2 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $2K | 75 | — | — |
| Q2 2026 | $516K | 9.6K | — | — |
| Q2 2026 | $7.1M | 445.0K | — | — |
| Q1 2026 | $1K | 61 | — | — |
| Q1 2026 | $455K | 9.6K | — | — |
| Q1 2026 | $2.7M | 154.0K | — | — |
| Q4 2025 | $1K | 51 | — | — |
| Q4 2025 | $466K | 9.9K | — | — |
| Q4 2025 | $2.3M | 176.8K | — | — |
| Q3 2025 | $1K | 52 | — | — |
| Q3 2025 | $462K | 10.2K | — | — |
| Q3 2025 | $463K | 34.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Principia Wealth Advisory, LLC positions
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LEO
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STT-PG
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