Back to IVZ
WMG Financial Advisors, LLC → IVZ
WMG Financial Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
4
Latest value
$7.4M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $1.9M |
| Q1 2026 | $4.6M |
| Q2 2026 | $7.4M |
| Q3 2026 | $7.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.4M | 45.9K | — | — |
| Q2 2026 | $7.4M | 45.9K | — | — |
| Q1 2026 | $4.6M | 41.0K | — | — |
| Q4 2025 | $1.9M | 16.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B