Back to IVZ
Professional Financial Advisors, LLC → IVZ
Professional Financial Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
13
Latest value
$8.2M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q3 2025 | $6M |
| Q4 2025 | $5.8M |
| Q1 2026 | $859K |
| Q1 2026 | $249K |
| Q1 2026 | $1.3M |
| Q1 2026 | $5.4M |
| Q2 2026 | $661K |
| Q2 2026 | $280K |
| Q2 2026 | $1.6M |
| Q2 2026 | $8.2M |
| Q3 2026 | $747K |
| Q3 2026 | $8.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.2M | 53.8K | — | — |
| Q3 2026 | $747K | 38.7K | — | — |
| Q2 2026 | $8.2M | 51.0K | — | — |
| Q2 2026 | $1.6M | 7.4K | — | — |
| Q2 2026 | $280K | 4.6K | — | — |
| Q2 2026 | $661K | 41.7K | — | — |
| Q1 2026 | $5.4M | 48.3K | — | — |
| Q1 2026 | $1.3M | 6.7K | — | — |
| Q1 2026 | $249K | 4.6K | — | — |
| Q1 2026 | $859K | 49.6K | — | — |
| Q4 2025 | $5.8M | 48.7K | — | — |
| Q3 2025 | $6M | 49.8K | — | — |
| Q3 2025 | $1M | 5.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B