Back to IVZ
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC → IVZ
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
20
Latest value
$589K
Q3 2026
Peak value
$16M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.8M |
| Q3 2025 | $11.3M |
| Q3 2025 | $741K |
| Q3 2025 | $812K |
| Q4 2025 | $8.9M |
| Q4 2025 | $11.7M |
| Q4 2025 | $752K |
| Q4 2025 | $832K |
| Q1 2026 | $5.8M |
| Q1 2026 | $13.1M |
| Q1 2026 | $638K |
| Q1 2026 | $658K |
| Q2 2026 | $8.7M |
| Q2 2026 | $15.3M |
| Q2 2026 | $764K |
| Q2 2026 | $681K |
| Q3 2026 | $8.8M |
| Q3 2026 | $16M |
| Q3 2026 | $780K |
| Q3 2026 | $589K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $589K | 4.0K | — | — |
| Q3 2026 | $780K | 6.6K | — | — |
| Q3 2026 | $16M | 76.7K | — | — |
| Q3 2026 | $8.8M | 132.9K | — | — |
| Q2 2026 | $681K | 4.0K | — | — |
| Q2 2026 | $764K | 6.3K | — | — |
| Q2 2026 | $15.3M | 72.0K | — | — |
| Q2 2026 | $8.7M | 134.4K | — | — |
| Q1 2026 | $658K | 4.5K | — | — |
| Q1 2026 | $638K | 5.9K | — | — |
| Q1 2026 | $13.1M | 68.1K | — | — |
| Q1 2026 | $5.8M | 128.3K | — | — |
| Q4 2025 | $832K | 6.0K | — | — |
| Q4 2025 | $752K | 6.6K | — | — |
| Q4 2025 | $11.7M | 61.0K | — | — |
| Q4 2025 | $8.9M | 195.1K | — | — |
| Q3 2025 | $812K | 6.0K | — | — |
| Q3 2025 | $741K | 6.5K | — | — |
| Q3 2025 | $11.3M | 59.6K | — | — |
| Q3 2025 | $8.8M | 197.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B