Back to IVZ
Unique Wealth Strategies, LLC → IVZ
Unique Wealth Strategies, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$220K
Q3 2026
Peak value
$5.2M
First seen
Q3 2024
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2024 | $3.5M |
| Q3 2024 | $687K |
| Q3 2024 | $388K |
| Q4 2024 | $3.4M |
| Q4 2024 | $767K |
| Q1 2025 | $3.3M |
| Q1 2025 | $602K |
| Q2 2025 | $3.4M |
| Q2 2025 | $692K |
| Q3 2025 | $3.5M |
| Q3 2025 | $758K |
| Q4 2025 | $4.2M |
| Q4 2025 | $767K |
| Q4 2025 | $219K |
| Q1 2026 | $3.6M |
| Q1 2026 | $847K |
| Q1 2026 | $203K |
| Q2 2026 | $5.2M |
| Q2 2026 | $1.3M |
| Q2 2026 | $220K |
| Q3 2026 | $4.2M |
| Q3 2026 | $1.3M |
| Q3 2026 | $220K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $220K | 8.3K | — | — |
| Q3 2026 | $1.3M | 9.4K | — | — |
| Q3 2026 | $4.2M | 77.9K | — | — |
| Q2 2026 | $220K | 8.3K | — | — |
| Q2 2026 | $1.3M | 9.4K | — | — |
| Q2 2026 | $5.2M | 99.8K | — | — |
| Q1 2026 | $203K | 8.3K | — | — |
| Q1 2026 | $847K | 9.8K | — | — |
| Q1 2026 | $3.6M | 74.9K | — | — |
| Q4 2025 | $219K | 8.3K | — | — |
| Q4 2025 | $767K | 10.0K | — | — |
| Q4 2025 | $4.2M | 93.8K | — | — |
| Q3 2025 | $758K | 10.1K | — | — |
| Q3 2025 | $3.5M | 77.1K | — | — |
| Q2 2025 | $692K | 10.1K | — | — |
| Q2 2025 | $3.4M | 79.9K | — | — |
| Q1 2025 | $602K | 10.2K | — | — |
| Q1 2025 | $3.3M | 81.2K | — | — |
| Q4 2024 | $767K | 10.6K | — | — |
| Q4 2024 | $3.4M | 84.6K | — | — |
| Q3 2024 | $388K | 22.1K | — | — |
| Q3 2024 | $687K | 10.8K | — | — |
| Q3 2024 | $3.5M | 85.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B