1IA
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1620 Investment Advisors’s Invesco IVZ Stock Holding History

1620 Investment Advisors’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.11K Hold
80
– – ﹤0.01% 609
2026
Q1 		$1.94K Hold
80
– – ﹤0.01% 594
2025
Q4 		$2.1K Hold
80
– – ﹤0.01% 587
2025
Q3 		$1.83K Hold
80
– – ﹤0.01% 592
2025
Q2 		$1.26K Hold
80
– – ﹤0.01% 628
2025
Q1 		$1.21K Hold
80
– – ﹤0.01% 616
2024
Q4 		$1.4K Buy
+80
New +$1.43K ﹤0.01% 607

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

1620 Investment Advisors's IVZ Position: Q2 2026 in Review

1620 Investment Advisors held its Invesco (IVZ) position steady in Q2 2026 at 80 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

1620 Investment Advisors first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. 122 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • 1620 Investment Advisors held 80 shares of Invesco worth $2.11K as of Q2 2026.
  • 1620 Investment Advisors left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #609 holding.
  • 1620 Investment Advisors first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • 122 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.