Back to IVZ
Transcendent Capital Group LLC → IVZ
Transcendent Capital Group LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$319K
Q3 2026
Peak value
$7.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $697K |
| Q3 2025 | $3.7M |
| Q4 2025 | $6.5M |
| Q4 2025 | $3.7M |
| Q1 2026 | $2.5M |
| Q2 2026 | $2.1M |
| Q2 2026 | $393K |
| Q2 2026 | $2.1M |
| Q3 2026 | $7.2M |
| Q3 2026 | $319K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $319K | 2.1K | — | — |
| Q3 2026 | $7.2M | 144.9K | — | — |
| Q2 2026 | $2.1M | 22.1K | — | — |
| Q2 2026 | $393K | 2.1K | — | — |
| Q2 2026 | $2.1M | 41.3K | — | — |
| Q1 2026 | $2.5M | 49.0K | — | — |
| Q4 2025 | $3.7M | 26.8K | — | — |
| Q4 2025 | $6.5M | 130.1K | — | — |
| Q3 2025 | $3.7M | 64.9K | — | — |
| Q3 2025 | $697K | 13.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B
Other Transcendent Capital Group LLC positions
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FFA
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ETHA
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QQQ
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FFA
$9.7MFIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT