Back to IVZ
Seros Financial, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
14
Latest value
$27.2M
Q3 2026
Peak value
$28.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.8M |
| Q3 2025 | $7.8M |
| Q3 2025 | $24.4M |
| Q3 2025 | $24.4M |
| Q4 2025 | $9.6M |
| Q4 2025 | $26.7M |
| Q1 2026 | $9.4M |
| Q1 2026 | $297K |
| Q1 2026 | $20.9M |
| Q1 2026 | $454K |
| Q2 2026 | $10.8M |
| Q2 2026 | $28.7M |
| Q2 2026 | $203K |
| Q3 2026 | $27.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.2M | 179.2K | — | — |
| Q2 2026 | $203K | 1.4K | — | — |
| Q2 2026 | $28.7M | 177.9K | — | — |
| Q2 2026 | $10.8M | 176.3K | — | — |
| Q1 2026 | $454K | 3.5K | — | — |
| Q1 2026 | $20.9M | 186.6K | — | — |
| Q1 2026 | $297K | 1.6K | — | — |
| Q1 2026 | $9.4M | 172.7K | — | — |
| Q4 2025 | $26.7M | 223.5K | — | — |
| Q4 2025 | $9.6M | 161.4K | — | — |
| Q3 2025 | $24.4M | 201.4K | — | — |
| Q3 2025 | $24.4M | 201.4K | — | — |
| Q3 2025 | $7.8M | 136.1K | — | — |
| Q3 2025 | $7.8M | 136.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B