Back to IVZ
Valeo Financial Advisors, LLC → IVZ
Valeo Financial Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
23
Latest value
$1M
Q3 2026
Peak value
$124.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $214K |
| Q3 2025 | $243K |
| Q3 2025 | $117.7M |
| Q3 2025 | $311K |
| Q4 2025 | $222K |
| Q4 2025 | $114.9M |
| Q4 2025 | $323K |
| Q1 2026 | $203K |
| Q1 2026 | $113.5M |
| Q1 2026 | $209K |
| Q1 2026 | $327K |
| Q2 2026 | $229K |
| Q2 2026 | $124.2M |
| Q2 2026 | $245K |
| Q2 2026 | $372K |
| Q2 2026 | $382K |
| Q2 2026 | $1M |
| Q3 2026 | $238K |
| Q3 2026 | $118.8M |
| Q3 2026 | $212K |
| Q3 2026 | $566K |
| Q3 2026 | $310K |
| Q3 2026 | $1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1M | 6.6K | — | — |
| Q3 2026 | $310K | 2.0K | — | — |
| Q3 2026 | $566K | 10.4K | — | — |
| Q3 2026 | $212K | 1.4K | — | — |
| Q3 2026 | $118.8M | 571.3K | — | — |
| Q3 2026 | $238K | 3.7K | — | — |
| Q2 2026 | $1M | 6.3K | — | — |
| Q2 2026 | $382K | 2.0K | — | — |
| Q2 2026 | $372K | 6.9K | — | — |
| Q2 2026 | $245K | 1.4K | — | — |
| Q2 2026 | $124.2M | 583.9K | — | — |
| Q2 2026 | $229K | 3.7K | — | — |
| Q1 2026 | $327K | 6.9K | — | — |
| Q1 2026 | $209K | 1.4K | — | — |
| Q1 2026 | $113.5M | 591.7K | — | — |
| Q1 2026 | $203K | 3.7K | — | — |
| Q4 2025 | $323K | 6.9K | — | — |
| Q4 2025 | $114.9M | 600.0K | — | — |
| Q4 2025 | $222K | 3.8K | — | — |
| Q3 2025 | $311K | 6.9K | — | — |
| Q3 2025 | $117.7M | 620.5K | — | — |
| Q3 2025 | $243K | 5.1K | — | — |
| Q3 2025 | $214K | 3.7K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B