Back to IVZ
Spectrum Wealth Advisory Group, LLC → IVZ
Spectrum Wealth Advisory Group, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
17
Latest value
$6.3M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.9M |
| Q3 2025 | $3.1M |
| Q3 2025 | $6.3M |
| Q4 2025 | $1.7M |
| Q4 2025 | $3M |
| Q4 2025 | $6M |
| Q1 2026 | $1.5M |
| Q1 2026 | $3M |
| Q1 2026 | $5.9M |
| Q2 2026 | $2K |
| Q2 2026 | $1.6M |
| Q2 2026 | $3.5M |
| Q2 2026 | $6.3M |
| Q2 2026 | $399 |
| Q3 2026 | $1.5M |
| Q3 2026 | $3M |
| Q3 2026 | $6.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.3M | 56.1K | — | — |
| Q3 2026 | $3M | 20.3K | — | — |
| Q3 2026 | $1.5M | 12.9K | — | — |
| Q2 2026 | $399 | 15 | — | — |
| Q2 2026 | $6.3M | 56.1K | — | — |
| Q2 2026 | $3.5M | 20.6K | — | — |
| Q2 2026 | $1.6M | 13.3K | — | — |
| Q2 2026 | $2K | 35 | — | — |
| Q1 2026 | $5.9M | 56.8K | — | — |
| Q1 2026 | $3M | 21.0K | — | — |
| Q1 2026 | $1.5M | 13.5K | — | — |
| Q4 2025 | $6M | 58.2K | — | — |
| Q4 2025 | $3M | 21.8K | — | — |
| Q4 2025 | $1.7M | 14.7K | — | — |
| Q3 2025 | $6.3M | 60.1K | — | — |
| Q3 2025 | $3.1M | 23.0K | — | — |
| Q3 2025 | $1.9M | 16.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B