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Wavvest Wealth LLC → IVZ

Wavvest Wealth LLC IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
2
Latest value
$9.4M
Q3 2026
Peak value
$9.4M
First seen
Q3 2026

Dollar value over time

Show data table
PeriodPosition value
Q3 2026$317K
Q3 2026$9.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.4M45.2K——
Q3 2026$317K5.0K——

Other funds holding IVZ

Other Wavvest Wealth LLC positions

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ETHA

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$4.3M
PPT

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$4.1M
SPY

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$4.1M
CRDO

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$3.7M