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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Activest Wealth Management's IVZ Position: Q2 2026 in Review

Activest Wealth Management reduced its Invesco (IVZ) stake by 34% in Q2 2026, selling an estimated $8.43K and leaving 624 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Activest Wealth Management first reported a position in IVZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.9K in Q1 2026. 89 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Activest Wealth Management held 624 shares of Invesco worth $16.5K as of Q2 2026.
Activest Wealth Management sold 318 Invesco shares in Q2 2026, an estimated $8.43K.
Invesco made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #483 holding.
Activest Wealth Management first reported a position in Invesco in Q4 2024 and has held it in 6 quarters since.
Activest Wealth Management's Invesco position peaked at $22.9K in Q1 2026.
89 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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