Back to IVZ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → IVZ
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
154
Latest value
$50.1M
Q3 2026
Peak value
$143.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.4M |
| Q3 2025 | $2.8M |
| Q3 2025 | $1.8M |
| Q3 2025 | $516K |
| Q3 2025 | $139.4M |
| Q3 2025 | $8.3M |
| Q3 2025 | $6.3M |
| Q3 2025 | $301K |
| Q3 2025 | $2M |
| Q3 2025 | $5.3M |
| Q3 2025 | $134K |
| Q3 2025 | $108.2M |
| Q3 2025 | $48K |
| Q3 2025 | $10.5M |
| Q3 2025 | $12.7M |
| Q3 2025 | $20.8M |
| Q3 2025 | $3.7M |
| Q3 2025 | $4.2M |
| Q3 2025 | $123.3M |
| Q3 2025 | $1.2M |
| Q3 2025 | $227K |
| Q3 2025 | $982K |
| Q3 2025 | $60.2M |
| Q3 2025 | $31.3M |
| Q3 2025 | $5.7M |
| Q3 2025 | $778K |
| Q3 2025 | $8.3M |
| Q3 2025 | $10.8M |
| Q3 2025 | $3.9M |
| Q3 2025 | $210K |
| Q3 2025 | $263K |
| Q3 2025 | $210K |
| Q3 2025 | $4.2M |
| Q4 2025 | $15.8M |
| Q4 2025 | $3M |
| Q4 2025 | $1.9M |
| Q4 2025 | $575K |
| Q4 2025 | $143.6M |
| Q4 2025 | $8.7M |
| Q4 2025 | $5.9M |
| Q4 2025 | $288K |
| Q4 2025 | $1.9M |
| Q4 2025 | $5.3M |
| Q4 2025 | $111.7M |
| Q4 2025 | $158K |
| Q4 2025 | $53K |
| Q4 2025 | $10.2M |
| Q4 2025 | $13.6M |
| Q4 2025 | $22.3M |
| Q4 2025 | $4.1M |
| Q4 2025 | $4M |
| Q4 2025 | $124.6M |
| Q4 2025 | $1.4M |
| Q4 2025 | $326K |
| Q4 2025 | $1M |
| Q4 2025 | $71.9M |
| Q4 2025 | $28.3M |
| Q4 2025 | $5.1M |
| Q4 2025 | $236K |
| Q4 2025 | $771K |
| Q4 2025 | $8.4M |
| Q4 2025 | $10.9M |
| Q4 2025 | $3.7M |
| Q4 2025 | $314K |
| Q4 2025 | $394K |
| Q4 2025 | $264K |
| Q4 2025 | $228K |
| Q4 2025 | $54.3M |
| Q1 2026 | $42.6M |
| Q1 2026 | $1.9M |
| Q1 2026 | $522K |
| Q1 2026 | $560K |
| Q1 2026 | $79.4M |
| Q1 2026 | $12M |
| Q1 2026 | $5.2M |
| Q1 2026 | $4.1M |
| Q1 2026 | $5.2M |
| Q1 2026 | $2.9M |
| Q1 2026 | $75.5M |
| Q1 2026 | $0 |
| Q1 2026 | $0 |
| Q1 2026 | $7.5M |
| Q1 2026 | $7.6M |
| Q1 2026 | $14.2M |
| Q1 2026 | $2.5M |
| Q1 2026 | $4M |
| Q1 2026 | $39.3M |
| Q1 2026 | $598K |
| Q1 2026 | $232K |
| Q1 2026 | $36.5M |
| Q1 2026 | $19.8M |
| Q1 2026 | $4.3M |
| Q1 2026 | $676K |
| Q1 2026 | $4.9M |
| Q1 2026 | $5.7M |
| Q1 2026 | $3.6M |
| Q1 2026 | $35.8M |
| Q2 2026 | $41.4M |
| Q2 2026 | $2.3M |
| Q2 2026 | $568K |
| Q2 2026 | $586K |
| Q2 2026 | $84.9M |
| Q2 2026 | $12.9M |
| Q2 2026 | $6.4M |
| Q2 2026 | $211K |
| Q2 2026 | $6M |
| Q2 2026 | $3.2M |
| Q2 2026 | $82.5M |
| Q2 2026 | $279K |
| Q2 2026 | $8.3M |
| Q2 2026 | $9M |
| Q2 2026 | $15.4M |
| Q2 2026 | $3.1M |
| Q2 2026 | $4M |
| Q2 2026 | $48.1M |
| Q2 2026 | $998K |
| Q2 2026 | $207K |
| Q2 2026 | $293K |
| Q2 2026 | $66M |
| Q2 2026 | $22.5M |
| Q2 2026 | $4.5M |
| Q2 2026 | $758K |
| Q2 2026 | $5.7M |
| Q2 2026 | $6.8M |
| Q2 2026 | $3.3M |
| Q2 2026 | $56M |
| Q3 2026 | $248K |
| Q3 2026 | $45.1M |
| Q3 2026 | $2.9M |
| Q3 2026 | $645K |
| Q3 2026 | $578K |
| Q3 2026 | $72.6M |
| Q3 2026 | $14M |
| Q3 2026 | $6.2M |
| Q3 2026 | $6.5M |
| Q3 2026 | $4.3M |
| Q3 2026 | $97M |
| Q3 2026 | $275K |
| Q3 2026 | $7.9M |
| Q3 2026 | $7.5M |
| Q3 2026 | $14M |
| Q3 2026 | $3.1M |
| Q3 2026 | $2.9M |
| Q3 2026 | $50.1M |
| Q3 2026 | $1M |
| Q3 2026 | $281K |
| Q3 2026 | $102.2M |
| Q3 2026 | $19.9M |
| Q3 2026 | $6.5M |
| Q3 2026 | $711K |
| Q3 2026 | $5.8M |
| Q3 2026 | $6.9M |
| Q3 2026 | $2.2M |
| Q3 2026 | $50.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $50.1M | 1.71M | — | — |
| Q3 2026 | $2.2M | 94.0K | — | — |
| Q3 2026 | $6.9M | 52.5K | — | — |
| Q3 2026 | $5.8M | 41.3K | — | — |
| Q3 2026 | $711K | 16.0K | — | — |
| Q3 2026 | $6.5M | 307.2K | — | — |
| Q3 2026 | $19.9M | 276.4K | — | — |
| Q3 2026 | $102.2M | 677.3K | — | — |
| Q3 2026 | $281K | 2.5K | — | — |
| Q3 2026 | $1M | 10.1K | — | — |
| Q3 2026 | $50.1M | 904.1K | — | — |
| Q3 2026 | $2.9M | 132.9K | — | — |
| Q3 2026 | $3.1M | 27.0K | — | — |
| Q3 2026 | $14M | 95.3K | — | — |
| Q3 2026 | $7.5M | 57.6K | — | — |
| Q3 2026 | $7.9M | 64.8K | — | — |
| Q3 2026 | $275K | 1.3K | — | — |
| Q3 2026 | $97M | 457.7K | — | — |
| Q3 2026 | $4.3M | 40.0K | — | — |
| Q3 2026 | $6.5M | 95.1K | — | — |
| Q3 2026 | $6.2M | 105.2K | — | — |
| Q3 2026 | $14M | 118.7K | — | — |
| Q3 2026 | $72.6M | 1.13M | — | — |
| Q3 2026 | $578K | 9.7K | — | — |
| Q3 2026 | $645K | 9.5K | — | — |
| Q3 2026 | $2.9M | 18.7K | — | — |
| Q3 2026 | $45.1M | 2.29M | — | — |
| Q3 2026 | $248K | 5.0K | — | — |
| Q2 2026 | $56M | 1.97M | — | — |
| Q2 2026 | $3.3M | 134.8K | — | — |
| Q2 2026 | $6.8M | 52.2K | — | — |
| Q2 2026 | $5.7M | 39.1K | — | — |
| Q2 2026 | $758K | 16.8K | — | — |
| Q2 2026 | $4.5M | 191.6K | — | — |
| Q2 2026 | $22.5M | 296.1K | — | — |
| Q2 2026 | $66M | 429.2K | — | — |
| Q2 2026 | $293K | 2.5K | — | — |
| Q2 2026 | $207K | 1.3K | — | — |
| Q2 2026 | $998K | 10.1K | — | — |
| Q2 2026 | $48.1M | 882.8K | — | — |
| Q2 2026 | $4M | 177.3K | — | — |
| Q2 2026 | $3.1M | 27.4K | — | — |
| Q2 2026 | $15.4M | 95.5K | — | — |
| Q2 2026 | $9M | 69.2K | — | — |
| Q2 2026 | $8.3M | 67.0K | — | — |
| Q2 2026 | $279K | 1.3K | — | — |
| Q2 2026 | $82.5M | 384.8K | — | — |
| Q2 2026 | $3.2M | 32.4K | — | — |
| Q2 2026 | $6M | 95.9K | — | — |
| Q2 2026 | $211K | 2.6K | — | — |
| Q2 2026 | $6.4M | 105.1K | — | — |
| Q2 2026 | $12.9M | 110.8K | — | — |
| Q2 2026 | $84.9M | 1.37M | — | — |
| Q2 2026 | $586K | 9.5K | — | — |
| Q2 2026 | $568K | 8.2K | — | — |
| Q2 2026 | $2.3M | 13.0K | — | — |
| Q2 2026 | $41.4M | 2.52M | — | — |
| Q1 2026 | $35.8M | 1.52M | — | — |
| Q1 2026 | $3.6M | 148.3K | — | — |
| Q1 2026 | $5.7M | 49.5K | — | — |
| Q1 2026 | $4.9M | 37.6K | — | — |
| Q1 2026 | $676K | 18.2K | — | — |
| Q1 2026 | $4.3M | 186.5K | — | — |
| Q1 2026 | $19.8M | 267.9K | — | — |
| Q1 2026 | $36.5M | 317.8K | — | — |
| Q1 2026 | $232K | 2.5K | — | — |
| Q1 2026 | $598K | 10.1K | — | — |
| Q1 2026 | $39.3M | 822.0K | — | — |
| Q1 2026 | $4M | 177.8K | — | — |
| Q1 2026 | $2.5M | 24.1K | — | — |
| Q1 2026 | $14.2M | 95.9K | — | — |
| Q1 2026 | $7.6M | 66.0K | — | — |
| Q1 2026 | $7.5M | 69.3K | — | — |
| Q1 2026 | $0 | 390.3K | — | — |
| Q1 2026 | $0 | 9.5K | — | — |
| Q1 2026 | $75.5M | 7.0K | — | — |
| Q1 2026 | $2.9M | 31.9K | — | — |
| Q1 2026 | $5.2M | 111.6K | — | — |
| Q1 2026 | $4.1M | 49.7K | — | — |
| Q1 2026 | $5.2M | 107.5K | — | — |
| Q1 2026 | $12M | 111.3K | — | — |
| Q1 2026 | $79.4M | 1.45M | — | — |
| Q1 2026 | $560K | 10.1K | — | — |
| Q1 2026 | $522K | 7.8K | — | — |
| Q1 2026 | $1.9M | 11.2K | — | — |
| Q1 2026 | $42.6M | 2.43M | — | — |
| Q4 2025 | $54.3M | 1.92M | — | — |
| Q4 2025 | $228K | 9.6K | — | — |
| Q4 2025 | $264K | 11.2K | — | — |
| Q4 2025 | $394K | 16.9K | — | — |
| Q4 2025 | $314K | 14.2K | — | — |
| Q4 2025 | $3.7M | 151.3K | — | — |
| Q4 2025 | $10.9M | 93.1K | — | — |
| Q4 2025 | $8.4M | 64.3K | — | — |
| Q4 2025 | $771K | 19.9K | — | — |
| Q4 2025 | $236K | 2.7K | — | — |
| Q4 2025 | $5.1M | 220.7K | — | — |
| Q4 2025 | $28.3M | 395.0K | — | — |
| Q4 2025 | $71.9M | 594.0K | — | — |
| Q4 2025 | $1M | 12.5K | — | — |
| Q4 2025 | $326K | 3.7K | — | — |
| Q4 2025 | $1.4M | 21.7K | — | — |
| Q4 2025 | $124.6M | 2.59M | — | — |
| Q4 2025 | $4M | 181.5K | — | — |
| Q4 2025 | $4.1M | 38.1K | — | — |
| Q4 2025 | $22.3M | 156.2K | — | — |
| Q4 2025 | $13.6M | 112.6K | — | — |
| Q4 2025 | $10.2M | 86.9K | — | — |
| Q4 2025 | $53K | 7.0K | — | — |
| Q4 2025 | $158K | 9.5K | — | — |
| Q4 2025 | $111.7M | 567.2K | — | — |
| Q4 2025 | $5.3M | 38.2K | — | — |
| Q4 2025 | $1.9M | 40.4K | — | — |
| Q4 2025 | $288K | 3.8K | — | — |
| Q4 2025 | $5.9M | 121.7K | — | — |
| Q4 2025 | $8.7M | 81.8K | — | — |
| Q4 2025 | $143.6M | 2.42M | — | — |
| Q4 2025 | $575K | 10.4K | — | — |
| Q4 2025 | $1.9M | 26.7K | — | — |
| Q4 2025 | $3M | 17.9K | — | — |
| Q4 2025 | $15.8M | 1.17M | — | — |
| Q3 2025 | $4.2M | 176.3K | — | — |
| Q3 2025 | $210K | 8.9K | — | — |
| Q3 2025 | $263K | 11.2K | — | — |
| Q3 2025 | $210K | 9.1K | — | — |
| Q3 2025 | $3.9M | 158.1K | — | — |
| Q3 2025 | $10.8M | 97.3K | — | — |
| Q3 2025 | $8.3M | 66.9K | — | — |
| Q3 2025 | $778K | 21.6K | — | — |
| Q3 2025 | $5.7M | 246.1K | — | — |
| Q3 2025 | $31.3M | 429.0K | — | — |
| Q3 2025 | $60.2M | 499.9K | — | — |
| Q3 2025 | $982K | 12.4K | — | — |
| Q3 2025 | $227K | 3.2K | — | — |
| Q3 2025 | $1.2M | 21.7K | — | — |
| Q3 2025 | $123.3M | 2.72M | — | — |
| Q3 2025 | $4.2M | 198.2K | — | — |
| Q3 2025 | $3.7M | 35.1K | — | — |
| Q3 2025 | $20.8M | 154.0K | — | — |
| Q3 2025 | $12.7M | 110.1K | — | — |
| Q3 2025 | $10.5M | 91.5K | — | — |
| Q3 2025 | $48K | 7.0K | — | — |
| Q3 2025 | $108.2M | 568.5K | — | — |
| Q3 2025 | $134K | 9.5K | — | — |
| Q3 2025 | $5.3M | 39.6K | — | — |
| Q3 2025 | $2M | 44.0K | — | — |
| Q3 2025 | $301K | 3.8K | — | — |
| Q3 2025 | $6.3M | 131.1K | — | — |
| Q3 2025 | $8.3M | 83.8K | — | — |
| Q3 2025 | $139.4M | 2.41M | — | — |
| Q3 2025 | $516K | 10.1K | — | — |
| Q3 2025 | $1.8M | 25.1K | — | — |
| Q3 2025 | $2.8M | 17.4K | — | — |
| Q3 2025 | $14.4M | 1.06M | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B