Back to IVZ
TSG Advice Partners, LLC → IVZ
TSG Advice Partners, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$833K
Q3 2026
Peak value
$8.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $767K |
| Q4 2025 | $691K |
| Q4 2025 | $830K |
| Q1 2026 | $748K |
| Q1 2026 | $639K |
| Q1 2026 | $5.1M |
| Q1 2026 | $790K |
| Q3 2026 | $806K |
| Q3 2026 | $8.7M |
| Q3 2026 | $833K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $833K | 35.4K | — | — |
| Q3 2026 | $8.7M | 53.6K | — | — |
| Q3 2026 | $806K | 3.8K | — | — |
| Q1 2026 | $790K | 34.4K | — | — |
| Q1 2026 | $5.1M | 69.4K | — | — |
| Q1 2026 | $639K | 5.7K | — | — |
| Q1 2026 | $748K | 3.9K | — | — |
| Q4 2025 | $830K | 35.8K | — | — |
| Q4 2025 | $691K | 5.8K | — | — |
| Q4 2025 | $767K | 4.0K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B