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RETIREMENT FINANCIAL SOLUTIONS, LLC → IVZ
RETIREMENT FINANCIAL SOLUTIONS, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
21
Latest value
$7.1M
Q3 2026
Peak value
$21.5M
First seen
Q1 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2025 | $6.2M |
| Q1 2025 | $3.2M |
| Q2 2025 | $8.4M |
| Q2 2025 | $4.2M |
| Q3 2025 | $10.1M |
| Q3 2025 | $12.1M |
| Q3 2025 | $16M |
| Q3 2025 | $5.2M |
| Q4 2025 | $11.2M |
| Q4 2025 | $16.4M |
| Q4 2025 | $5.8M |
| Q1 2026 | $11.3M |
| Q1 2026 | $16.5M |
| Q1 2026 | $5.8M |
| Q2 2026 | $13.5M |
| Q2 2026 | $21.5M |
| Q2 2026 | $6.9M |
| Q3 2026 | $13.5M |
| Q3 2026 | $13.9M |
| Q3 2026 | $21.4M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 55.4K | — | — |
| Q3 2026 | $21.4M | 488.1K | — | — |
| Q3 2026 | $13.9M | 94.6K | — | — |
| Q3 2026 | $13.5M | 65.1K | — | — |
| Q2 2026 | $6.9M | 54.3K | — | — |
| Q2 2026 | $21.5M | 473.1K | — | — |
| Q2 2026 | $13.5M | 63.4K | — | — |
| Q1 2026 | $5.8M | 50.8K | — | — |
| Q1 2026 | $16.5M | 455.8K | — | — |
| Q1 2026 | $11.3M | 58.9K | — | — |
| Q4 2025 | $5.8M | 50.8K | — | — |
| Q4 2025 | $16.4M | 443.9K | — | — |
| Q4 2025 | $11.2M | 58.2K | — | — |
| Q3 2025 | $5.2M | 47.3K | — | — |
| Q3 2025 | $16M | 447.7K | — | — |
| Q3 2025 | $12.1M | 338.5K | — | — |
| Q3 2025 | $10.1M | 53.1K | — | — |
| Q2 2025 | $4.2M | 40.7K | — | — |
| Q2 2025 | $8.4M | 46.0K | — | — |
| Q1 2025 | $3.2M | 32.2K | — | — |
| Q1 2025 | $6.2M | 36.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B