Activest Wealth Management
IVZ icon

Activest Wealth Management’s Invesco IVZ Stock Holding History

Activest 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 		$18.8K Buy
625
+1
+0.2% +$31 ﹤0.01% 459
2026
Q2 		$16.5K Sell
624
-318
-34% -$8.43K ﹤0.01% 483
2026
Q1 		$22.9K Buy
942
+178
+23% +$4.66K ﹤0.01% 490
2025
Q4 		$20.1K Buy
764
+437
+134% +$10.7K ﹤0.01% 512
2025
Q3 		$7.5K Buy
327
+6
+2% +$125 ﹤0.01% 571
2025
Q2 		$5.06K Buy
+321
New +$4.61K ﹤0.01% 551
2025
Q1 		– Sell
-3
Closed -$51 – 1120
2024
Q4 		$52 Buy
+3
New +$53 ﹤0.01% 745

Other funds holding IVZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

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

Activest Wealth Management increased its Invesco (IVZ) stake by 0.16% in Q3 2026, buying an estimated $31 and bringing the position to 625 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Activest Wealth Management first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.9K in Q1 2026. 353 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Activest Wealth Management held 625 shares of Invesco worth $18.8K as of Q3 2026.
  • Activest Wealth Management bought 1 Invesco share in Q3 2026, an estimated $31.
  • Invesco made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #459 holding.
  • Activest Wealth Management first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's Invesco position peaked at $22.9K in Q1 2026.
  • 353 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.