Back to IVZ
WealthBridge Capital Management, LLC → IVZ
WealthBridge Capital Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
34
Latest value
$475K
Q3 2026
Peak value
$24.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $316K |
| Q3 2025 | $1.3M |
| Q3 2025 | $21M |
| Q3 2025 | $281K |
| Q3 2025 | $2.4M |
| Q3 2025 | $302K |
| Q4 2025 | $309K |
| Q4 2025 | $21.2M |
| Q4 2025 | $291K |
| Q4 2025 | $2.4M |
| Q4 2025 | $310K |
| Q1 2026 | $293K |
| Q1 2026 | $21.8M |
| Q1 2026 | $296K |
| Q1 2026 | $2.4M |
| Q1 2026 | $224K |
| Q1 2026 | $329K |
| Q1 2026 | $396K |
| Q2 2026 | $298K |
| Q2 2026 | $24.6M |
| Q2 2026 | $336K |
| Q2 2026 | $312K |
| Q2 2026 | $2.4M |
| Q2 2026 | $230K |
| Q2 2026 | $338K |
| Q2 2026 | $476K |
| Q3 2026 | $293K |
| Q3 2026 | $24.3M |
| Q3 2026 | $339K |
| Q3 2026 | $474K |
| Q3 2026 | $2.2M |
| Q3 2026 | $206K |
| Q3 2026 | $324K |
| Q3 2026 | $475K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $475K | 15.7K | — | — |
| Q3 2026 | $324K | 14.6K | — | — |
| Q3 2026 | $206K | 9.6K | — | — |
| Q3 2026 | $2.2M | 31.1K | — | — |
| Q3 2026 | $474K | 3.1K | — | — |
| Q3 2026 | $339K | 6.2K | — | — |
| Q3 2026 | $24.3M | 116.8K | — | — |
| Q3 2026 | $293K | 4.3K | — | — |
| Q2 2026 | $476K | 18.0K | — | — |
| Q2 2026 | $338K | 14.7K | — | — |
| Q2 2026 | $230K | 9.8K | — | — |
| Q2 2026 | $2.4M | 32.5K | — | — |
| Q2 2026 | $312K | 1.9K | — | — |
| Q2 2026 | $336K | 6.2K | — | — |
| Q2 2026 | $24.6M | 115.8K | — | — |
| Q2 2026 | $298K | 4.3K | — | — |
| Q1 2026 | $396K | 16.3K | — | — |
| Q1 2026 | $329K | 14.3K | — | — |
| Q1 2026 | $224K | 9.7K | — | — |
| Q1 2026 | $2.4M | 33.2K | — | — |
| Q1 2026 | $296K | 6.2K | — | — |
| Q1 2026 | $21.8M | 113.5K | — | — |
| Q1 2026 | $293K | 4.4K | — | — |
| Q4 2025 | $310K | 13.4K | — | — |
| Q4 2025 | $2.4M | 32.9K | — | — |
| Q4 2025 | $291K | 6.2K | — | — |
| Q4 2025 | $21.2M | 110.6K | — | — |
| Q4 2025 | $309K | 4.4K | — | — |
| Q3 2025 | $302K | 13.1K | — | — |
| Q3 2025 | $2.4M | 32.4K | — | — |
| Q3 2025 | $281K | 6.2K | — | — |
| Q3 2025 | $21M | 110.6K | — | — |
| Q3 2025 | $1.3M | 9.9K | — | — |
| Q3 2025 | $316K | 4.4K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B