Back to IVZ
Prota Financial, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
7
Latest value
$3.8M
Q3 2026
Peak value
$7.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.6M |
| Q1 2026 | $7.9M |
| Q1 2026 | $2.1M |
| Q2 2026 | $5.5M |
| Q2 2026 | $3.2M |
| Q3 2026 | $5.7M |
| Q3 2026 | $3.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.8M | 24.6K | — | — |
| Q3 2026 | $5.7M | 50.1K | — | — |
| Q2 2026 | $3.2M | 20.7K | — | — |
| Q2 2026 | $5.5M | 49.0K | — | — |
| Q1 2026 | $2.1M | 18.6K | — | — |
| Q1 2026 | $7.9M | 76.3K | — | — |
| Q4 2025 | $1.6M | 15.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B