Back to IVZ
Sunrise Financial Services, LLC → IVZ
Sunrise Financial Services, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$8M
Q3 2026
Peak value
$8.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5K |
| Q1 2026 | $6.5M |
| Q2 2026 | $8.2M |
| Q3 2026 | $8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8M | 54.7K | — | — |
| Q2 2026 | $8.2M | 47.9K | — | — |
| Q1 2026 | $6.5M | 44.8K | — | — |
| Q4 2025 | $5K | 38 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Sunrise Financial Services, LLC positions
COF-PN
$25.2MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$23.2MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$18.7MCAPITAL GROUP DIVIDEND VALUE
COF-PN
$17.2MCAPITAL GROUP DIVIDEND VALUE
ETHA
$16.7MINVESCO EXCH TRADED FD TR II
ETHA
$16.3MINVESCO EXCH TRADED FD TR II
ETHA
$15.5MINVESCO EXCH TRADED FD TR II
ETHA
$11.7MINVESCO EXCH TRADED FD TR II