Back to IVZ
UMB Private Wealth Management, LLC → IVZ
UMB Private Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
3
Latest value
$2K
Q3 2026
Peak value
$884K
First seen
Q3 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2026 | $884K |
| Q3 2026 | $44K |
| Q3 2026 | $2K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2K | 72 | — | — |
| Q3 2026 | $44K | 288 | — | — |
| Q3 2026 | $884K | 7.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B