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Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

IVZ holding history

Invesco Ltd. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVZ overviewAll 13F holders of IVZFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2021
Holdings of IVZ by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−14,209−100.0%Sold outHolders
Q2 202314,209$238.9K<0.1%+79+0.6%AddedHolders
Q1 202314,130$231.7K<0.1%+142+1.0%AddedHolders
Q4 202213,988$251.6K<0.1%−1,031−6.9%ReducedHolders
Q3 202215,019$206.0K<0.1%+81+0.5%AddedHolders
Q2 202214,938$242.0K<0.1%−5,619−27.3%ReducedHolders
Q1 202220,557$474.0K<0.1%+5,890+40.2%AddedHolders
Q4 202114,667$338.0K<0.1%+91+0.6%AddedHolders
Q3 202114,576$351.0K<0.1%+5,390+58.7%AddedHolders
Q2 20219,186$246.0K<0.1%+9,186NewHolders