Back to IVZ
SAPIENT CAPITAL LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
21
Latest value
$242K
Q3 2026
Peak value
$57.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q3 2025 | $42.7M |
| Q3 2025 | $270K |
| Q4 2025 | $2.4M |
| Q4 2025 | $44.5M |
| Q4 2025 | $330K |
| Q1 2026 | $2.2M |
| Q1 2026 | $2.2M |
| Q1 2026 | $47M |
| Q1 2026 | $47M |
| Q1 2026 | $220K |
| Q1 2026 | $220K |
| Q2 2026 | $2.4M |
| Q2 2026 | $2.4M |
| Q2 2026 | $56M |
| Q2 2026 | $56M |
| Q2 2026 | $258K |
| Q2 2026 | $258K |
| Q3 2026 | $2.5M |
| Q3 2026 | $57.6M |
| Q3 2026 | $242K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $242K | 2.8K | — | — |
| Q3 2026 | $57.6M | 276.8K | — | — |
| Q3 2026 | $2.5M | 39.4K | — | — |
| Q2 2026 | $258K | 2.8K | — | — |
| Q2 2026 | $258K | 2.8K | — | — |
| Q2 2026 | $56M | 263.4K | — | — |
| Q2 2026 | $56M | 263.4K | — | — |
| Q2 2026 | $2.4M | 39.4K | — | — |
| Q2 2026 | $2.4M | 39.4K | — | — |
| Q1 2026 | $220K | 2.8K | — | — |
| Q1 2026 | $220K | 2.8K | — | — |
| Q1 2026 | $47M | 245.2K | — | — |
| Q1 2026 | $47M | 245.2K | — | — |
| Q1 2026 | $2.2M | 40.2K | — | — |
| Q1 2026 | $2.2M | 40.2K | — | — |
| Q4 2025 | $330K | 3.9K | — | — |
| Q4 2025 | $44.5M | 230.4K | — | — |
| Q4 2025 | $2.4M | 40.2K | — | — |
| Q3 2025 | $270K | 3.4K | — | — |
| Q3 2025 | $42.7M | 225.9K | — | — |
| Q3 2025 | $2.5M | 43.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B