Back to IVZ
Sage Advisory Services, Ltd.Co. → IVZ
Sage Advisory Services, Ltd.Co. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
6
Latest value
$3M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q4 2025 | $2.6M |
| Q4 2025 | $450K |
| Q1 2026 | $2.6M |
| Q2 2026 | $2.9M |
| Q3 2026 | $3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3M | 60.1K | — | — |
| Q2 2026 | $2.9M | 58.1K | — | — |
| Q1 2026 | $2.6M | 52.4K | — | — |
| Q4 2025 | $450K | 19.4K | — | — |
| Q4 2025 | $2.6M | 52.4K | — | — |
| Q3 2025 | $2.5M | 50.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B