Back to IVZ
Sincerus Advisory, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$3.4M
Q3 2026
Peak value
$3.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.7M |
| Q1 2026 | $2.9M |
| Q2 2026 | $3.1M |
| Q3 2026 | $3.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.4M | 16.5K | — | — |
| Q2 2026 | $3.1M | 14.7K | — | — |
| Q1 2026 | $2.9M | 14.9K | — | — |
| Q4 2025 | $2.7M | 13.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B