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WELLINGTON-ALTUS USA INC. → IVZ

WELLINGTON-ALTUS USA INC. IVZ Position History

Invesco Ltd. • Financial Services

Quarters held
19
Latest value
$18K
Q2 2026
Peak value
$3.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$2K
Q4 2025$15K
Q4 2025$49K
Q4 2025$28K
Q4 2025$45K
Q4 2025$3.4M
Q4 2025$19K
Q1 2026$2K
Q1 2026$16K
Q1 2026$1.2M
Q1 2026$273K
Q1 2026$942K
Q1 2026$158K
Q2 2026$2K
Q2 2026$15K
Q2 2026$19K
Q2 2026$30K
Q2 2026$912K
Q2 2026$18K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q2 2026$18K230——
Q2 2026$912K12.5K——
Q2 2026$30K205——
Q2 2026$19K100——
Q2 2026$15K143——
Q2 2026$2K35——
Q1 2026$158K1.7K——
Q1 2026$942K12.6K——
Q1 2026$273K1.7K——
Q1 2026$1.2M5.7K——
Q1 2026$16K143——
Q1 2026$2K35——
Q4 2025$19K230——
Q4 2025$3.4M47.8K——
Q4 2025$45K380——
Q4 2025$28K205——
Q4 2025$49K256——
Q4 2025$15K143——
Q4 2025$2K35——

Other funds holding IVZ

Other WELLINGTON-ALTUS USA INC. positions

VGES

VANGUARD INDEX FUNDS

$14.1M
VGES

VANGUARD INDEX FUNDS

$11.7M
VGES

VANGUARD INDEX FUNDS

$9.6M
ETHA

ISHARES TRUST

$8.2M
ETHA

ISHARES TRUST

$7M
ETHA

ISHARES TRUST

$6.9M
ETHA

ISHARES CORE U S AGGREGATE BD

$6.3M
BLK

ISHARES TRUST

$6.1M