Back to IVZ
TCFG Investment Advisors, LLC → IVZ
TCFG Investment Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
9
Latest value
$2.8M
Q3 2026
Peak value
$2.8M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $633K |
| Q1 2026 | $274K |
| Q1 2026 | $2.5M |
| Q2 2026 | $898K |
| Q2 2026 | $281K |
| Q2 2026 | $2.8M |
| Q3 2026 | $905K |
| Q3 2026 | $264K |
| Q3 2026 | $2.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.8M | 21.8K | — | — |
| Q3 2026 | $264K | 3.7K | — | — |
| Q3 2026 | $905K | 13.7K | — | — |
| Q2 2026 | $2.8M | 21.7K | — | — |
| Q2 2026 | $281K | 3.7K | — | — |
| Q2 2026 | $898K | 13.9K | — | — |
| Q1 2026 | $2.5M | 21.8K | — | — |
| Q1 2026 | $274K | 3.7K | — | — |
| Q1 2026 | $633K | 14.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B