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1900 Wealth Management’s Invesco IVZ Stock Holding History

1900 Wealth Management’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
Q3 		$273K Buy
+9,065
New +$279K 0.01% 327

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

1900 Wealth Management's IVZ Position: Q3 2026 in Review

1900 Wealth Management opened a new position in Invesco (IVZ) in Q3 2026: 9,065 shares worth $273K. The stake represents 0.01% of the portfolio and ranks #327 among its holdings.

64 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • 1900 Wealth Management held 9,065 shares of Invesco worth $273K as of Q3 2026.
  • Invesco was a new 1900 Wealth Management position in Q3 2026.
  • Invesco made up 0.01% of 1900 Wealth Management's portfolio in Q3 2026, its #327 holding.
  • 64 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on 1900 Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.