Back to IVZ
Tempus Wealth Planning, LLC → IVZ
Tempus Wealth Planning, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
35
Latest value
$340K
Q3 2026
Peak value
$9.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.5M |
| Q3 2025 | $989K |
| Q3 2025 | $1.5M |
| Q3 2025 | $1.2M |
| Q3 2025 | $9.2M |
| Q3 2025 | $1.3M |
| Q3 2025 | $301K |
| Q4 2025 | $3.2M |
| Q4 2025 | $1.2M |
| Q4 2025 | $1.5M |
| Q4 2025 | $922K |
| Q4 2025 | $9.4M |
| Q4 2025 | $1.3M |
| Q4 2025 | $301K |
| Q1 2026 | $3.5M |
| Q1 2026 | $859K |
| Q1 2026 | $1.5M |
| Q1 2026 | $930K |
| Q1 2026 | $6.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $296K |
| Q2 2026 | $815K |
| Q2 2026 | $372K |
| Q2 2026 | $2.6M |
| Q2 2026 | $508K |
| Q2 2026 | $9.7M |
| Q2 2026 | $1.4M |
| Q2 2026 | $301K |
| Q3 2026 | $321K |
| Q3 2026 | $322K |
| Q3 2026 | $3M |
| Q3 2026 | $502K |
| Q3 2026 | $6.8M |
| Q3 2026 | $1.3M |
| Q3 2026 | $340K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $340K | 15.9K | — | — |
| Q3 2026 | $1.3M | 18.1K | — | — |
| Q3 2026 | $6.8M | 44.8K | — | — |
| Q3 2026 | $502K | 4.5K | — | — |
| Q3 2026 | $3M | 21.2K | — | — |
| Q3 2026 | $322K | 5.1K | — | — |
| Q3 2026 | $321K | 2.1K | — | — |
| Q2 2026 | $301K | 12.8K | — | — |
| Q2 2026 | $1.4M | 18.5K | — | — |
| Q2 2026 | $9.7M | 60.1K | — | — |
| Q2 2026 | $508K | 4.5K | — | — |
| Q2 2026 | $2.6M | 18.6K | — | — |
| Q2 2026 | $372K | 6.1K | — | — |
| Q2 2026 | $815K | 4.6K | — | — |
| Q1 2026 | $296K | 12.9K | — | — |
| Q1 2026 | $1.4M | 18.5K | — | — |
| Q1 2026 | $6.2M | 54.9K | — | — |
| Q1 2026 | $930K | 9.0K | — | — |
| Q1 2026 | $1.5M | 11.1K | — | — |
| Q1 2026 | $859K | 15.7K | — | — |
| Q1 2026 | $3.5M | 20.9K | — | — |
| Q4 2025 | $301K | 13.0K | — | — |
| Q4 2025 | $1.3M | 18.3K | — | — |
| Q4 2025 | $9.4M | 78.6K | — | — |
| Q4 2025 | $922K | 9.0K | — | — |
| Q4 2025 | $1.5M | 10.9K | — | — |
| Q4 2025 | $1.2M | 20.5K | — | — |
| Q4 2025 | $3.2M | 20.3K | — | — |
| Q3 2025 | $301K | 13.0K | — | — |
| Q3 2025 | $1.3M | 18.3K | — | — |
| Q3 2025 | $9.2M | 76.1K | — | — |
| Q3 2025 | $1.2M | 11.0K | — | — |
| Q3 2025 | $1.5M | 11.1K | — | — |
| Q3 2025 | $989K | 17.2K | — | — |
| Q3 2025 | $2.5M | 16.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B