Back to IVZ
Principle Wealth Partners LLC → IVZ
Principle Wealth Partners LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
47
Latest value
$997K
Q3 2026
Peak value
$166M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $218K |
| Q3 2025 | $157.7M |
| Q3 2025 | $692K |
| Q3 2025 | $5.3M |
| Q3 2025 | $1.9M |
| Q3 2025 | $6.6M |
| Q3 2025 | $814K |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.1M |
| Q4 2025 | $220K |
| Q4 2025 | $146.2M |
| Q4 2025 | $564K |
| Q4 2025 | $5.2M |
| Q4 2025 | $5.4M |
| Q4 2025 | $6M |
| Q4 2025 | $842K |
| Q4 2025 | $1.4M |
| Q4 2025 | $1M |
| Q1 2026 | $233K |
| Q1 2026 | $139.3M |
| Q1 2026 | $840K |
| Q1 2026 | $3.6M |
| Q1 2026 | $6.4M |
| Q1 2026 | $5.9M |
| Q1 2026 | $851K |
| Q1 2026 | $1.5M |
| Q1 2026 | $1M |
| Q2 2026 | $249K |
| Q2 2026 | $158.8M |
| Q2 2026 | $931K |
| Q2 2026 | $3.9M |
| Q2 2026 | $10.3M |
| Q2 2026 | $6.3M |
| Q2 2026 | $795K |
| Q2 2026 | $1.7M |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.1M |
| Q3 2026 | $218K |
| Q3 2026 | $166M |
| Q3 2026 | $1.1M |
| Q3 2026 | $3.7M |
| Q3 2026 | $10M |
| Q3 2026 | $5.9M |
| Q3 2026 | $212K |
| Q3 2026 | $1.7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $997K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $997K | 14.1K | — | — |
| Q3 2026 | $1.7M | 16.7K | — | — |
| Q3 2026 | $1.7M | 30.6K | — | — |
| Q3 2026 | $212K | 9.9K | — | — |
| Q3 2026 | $5.9M | 52.8K | — | — |
| Q3 2026 | $10M | 68.0K | — | — |
| Q3 2026 | $3.7M | 31.0K | — | — |
| Q3 2026 | $1.1M | 5.5K | — | — |
| Q3 2026 | $166M | 2.61M | — | — |
| Q3 2026 | $218K | 1.4K | — | — |
| Q2 2026 | $1.1M | 14.1K | — | — |
| Q2 2026 | $1.5M | 14.8K | — | — |
| Q2 2026 | $1.7M | 30.6K | — | — |
| Q2 2026 | $795K | 35.8K | — | — |
| Q2 2026 | $6.3M | 56.1K | — | — |
| Q2 2026 | $10.3M | 60.4K | — | — |
| Q2 2026 | $3.9M | 32.1K | — | — |
| Q2 2026 | $931K | 4.4K | — | — |
| Q2 2026 | $158.8M | 2.59M | — | — |
| Q2 2026 | $249K | 1.4K | — | — |
| Q1 2026 | $1M | 14.1K | — | — |
| Q1 2026 | $1.5M | 30.6K | — | — |
| Q1 2026 | $851K | 38.3K | — | — |
| Q1 2026 | $5.9M | 57.2K | — | — |
| Q1 2026 | $6.4M | 44.1K | — | — |
| Q1 2026 | $3.6M | 33.1K | — | — |
| Q1 2026 | $840K | 4.4K | — | — |
| Q1 2026 | $139.3M | 2.55M | — | — |
| Q1 2026 | $233K | 1.4K | — | — |
| Q4 2025 | $1M | 14.1K | — | — |
| Q4 2025 | $1.4M | 30.6K | — | — |
| Q4 2025 | $842K | 38.3K | — | — |
| Q4 2025 | $6M | 59.0K | — | — |
| Q4 2025 | $5.4M | 38.8K | — | — |
| Q4 2025 | $5.2M | 45.4K | — | — |
| Q4 2025 | $564K | 2.9K | — | — |
| Q4 2025 | $146.2M | 2.47M | — | — |
| Q4 2025 | $220K | 1.4K | — | — |
| Q3 2025 | $1.1M | 14.8K | — | — |
| Q3 2025 | $1.4M | 30.6K | — | — |
| Q3 2025 | $814K | 38.3K | — | — |
| Q3 2025 | $6.6M | 62.5K | — | — |
| Q3 2025 | $1.9M | 14.3K | — | — |
| Q3 2025 | $5.3M | 47.0K | — | — |
| Q3 2025 | $692K | 3.6K | — | — |
| Q3 2025 | $157.7M | 2.74M | — | — |
| Q3 2025 | $218K | 1.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B