Back to IVZ
USAdvisors Wealth Management, LLC → IVZ
USAdvisors Wealth Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
19
Latest value
$448K
Q3 2026
Peak value
$7.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $256K |
| Q3 2025 | $7.2M |
| Q3 2025 | $1.4M |
| Q4 2025 | $265K |
| Q4 2025 | $7.3M |
| Q4 2025 | $1.3M |
| Q4 2025 | $282K |
| Q1 2026 | $284K |
| Q1 2026 | $7.2M |
| Q1 2026 | $1.2M |
| Q1 2026 | $299K |
| Q2 2026 | $328K |
| Q2 2026 | $7.8M |
| Q2 2026 | $1.7M |
| Q2 2026 | $443K |
| Q3 2026 | $332K |
| Q3 2026 | $7.8M |
| Q3 2026 | $1.6M |
| Q3 2026 | $448K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $448K | 3.5K | — | — |
| Q3 2026 | $1.6M | 10.7K | — | — |
| Q3 2026 | $7.8M | 69.6K | — | — |
| Q3 2026 | $332K | 2.6K | — | — |
| Q2 2026 | $443K | 3.5K | — | — |
| Q2 2026 | $1.7M | 10.8K | — | — |
| Q2 2026 | $7.8M | 69.2K | — | — |
| Q2 2026 | $328K | 2.5K | — | — |
| Q1 2026 | $299K | 2.7K | — | — |
| Q1 2026 | $1.2M | 10.8K | — | — |
| Q1 2026 | $7.2M | 71.8K | — | — |
| Q1 2026 | $284K | 2.5K | — | — |
| Q4 2025 | $282K | 2.5K | — | — |
| Q4 2025 | $1.3M | 10.8K | — | — |
| Q4 2025 | $7.3M | 70.9K | — | — |
| Q4 2025 | $265K | 2.2K | — | — |
| Q3 2025 | $1.4M | 11.4K | — | — |
| Q3 2025 | $7.2M | 68.8K | — | — |
| Q3 2025 | $256K | 2.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B