AWA
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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
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 $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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 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
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Aaron Wealth Advisors's IVZ Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Invesco (IVZ) stake by 25% in Q2 2026, selling an estimated $81.9K and leaving 9,313 shares worth $246K. The position accounts for 0.01% of the portfolio, ranked #629.

Aaron Wealth Advisors first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $326K in Q3 2025. 94 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Aaron Wealth Advisors held 9,313 shares of Invesco worth $246K as of Q2 2026.
  • Aaron Wealth Advisors sold 3,091 Invesco shares in Q2 2026, an estimated $81.9K.
  • Invesco made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #629 holding.
  • Aaron Wealth Advisors first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's Invesco position peaked at $326K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.