Back to IVZ
Strategic Family Wealth Counselors, L.L.C. → IVZ
Strategic Family Wealth Counselors, L.L.C. IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
12
Latest value
$5.9M
Q3 2026
Peak value
$11.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.2M |
| Q3 2025 | $6.5M |
| Q4 2025 | $10.5M |
| Q4 2025 | $6.2M |
| Q1 2026 | $10.1M |
| Q1 2026 | $6.2M |
| Q2 2026 | $206K |
| Q2 2026 | $11.4M |
| Q2 2026 | $6.3M |
| Q3 2026 | $208K |
| Q3 2026 | $11.2M |
| Q3 2026 | $5.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.9M | 84.2K | — | — |
| Q3 2026 | $11.2M | 53.8K | — | — |
| Q3 2026 | $208K | 1.8K | — | — |
| Q2 2026 | $6.3M | 84.6K | — | — |
| Q2 2026 | $11.4M | 53.4K | — | — |
| Q2 2026 | $206K | 1.8K | — | — |
| Q1 2026 | $6.2M | 84.6K | — | — |
| Q1 2026 | $10.1M | 52.4K | — | — |
| Q4 2025 | $6.2M | 86.0K | — | — |
| Q4 2025 | $10.5M | 53.8K | — | — |
| Q3 2025 | $6.5M | 88.3K | — | — |
| Q3 2025 | $10.2M | 53.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B