Aaron Wealth Advisors
IVZ icon

Aaron Wealth Advisors’s Invesco IVZ Stock Holding History

Aaron Wealth 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
Q3 		$456K Buy
15,131
+5,818
+62% +$179K 0.02% 467
2026
Q2 		$246K Sell
9,313
-3,091
-25% -$81.9K 0.01% 629
2026
Q1 		$301K Buy
12,404
+3,372
+37% +$88.2K 0.02% 555
2025
Q4 		$237K Sell
9,032
-5,163
-36% -$126K 0.01% 625
2025
Q3 		$326K Buy
+14,195
New +$295K 0.02% 512

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
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aaron Wealth Advisors's IVZ Position: Q3 2026 in Review

Aaron Wealth Advisors increased its Invesco (IVZ) stake by 62% in Q3 2026, buying an estimated $179K and bringing the position to 15,131 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #467.

Aaron Wealth Advisors first reported a position in IVZ in Q3 2025 and has held it in 5 quarters since. 194 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Aaron Wealth Advisors held 15,131 shares of Invesco worth $456K as of Q3 2026.
  • Aaron Wealth Advisors bought 5,818 Invesco shares in Q3 2026, an estimated $179K.
  • Invesco made up 0.02% of Aaron Wealth Advisors's portfolio in Q3 2026, its #467 holding.
  • Aaron Wealth Advisors first reported a position in Invesco in Q3 2025 and has held it in 5 quarters since.
  • 194 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.