Back to IVZ
VISTA INVESTMENT PARTNERS LLC → IVZ
VISTA INVESTMENT PARTNERS LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$5.4M
Q3 2026
Peak value
$5.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $588K |
| Q4 2025 | $605K |
| Q1 2026 | $642K |
| Q1 2026 | $4.5M |
| Q2 2026 | $766K |
| Q2 2026 | $4.8M |
| Q3 2026 | $818K |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 178.4K | — | — |
| Q3 2026 | $818K | 13.8K | — | — |
| Q2 2026 | $4.8M | 182.9K | — | — |
| Q2 2026 | $766K | 11.9K | — | — |
| Q1 2026 | $4.5M | 186.6K | — | — |
| Q1 2026 | $642K | 11.7K | — | — |
| Q4 2025 | $605K | 11.5K | — | — |
| Q3 2025 | $588K | 11.5K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B