Back to IVZ
WP Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$7M
Q3 2026
Peak value
$7.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.8M |
| Q4 2025 | $7.8M |
| Q1 2026 | $4M |
| Q1 2026 | $7.1M |
| Q2 2026 | $3.7M |
| Q2 2026 | $7.5M |
| Q3 2026 | $3.8M |
| Q3 2026 | $7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7M | 80.7K | — | — |
| Q3 2026 | $3.8M | 32.7K | — | — |
| Q2 2026 | $7.5M | 80.6K | — | — |
| Q2 2026 | $3.7M | 32.9K | — | — |
| Q1 2026 | $7.1M | 89.9K | — | — |
| Q1 2026 | $4M | 37.0K | — | — |
| Q4 2025 | $7.8M | 92.2K | — | — |
| Q4 2025 | $3.8M | 36.9K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B