Advisornet Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $317 | Buy |
+12
| New | +$318 | ﹤0.01% | 2135 |
|
|
2025
Q2 | – | Sell |
-33
| Closed | -$501 | – | 2318 |
|
|
2025
Q1 | $501 | Buy |
33
+1
| +3% | +$17 | ﹤0.01% | 1969 |
|
|
2024
Q4 | $559 | Sell |
32
-69
| -68% | -$1.23K | ﹤0.01% | 1756 |
|
|
2024
Q3 | $1.77K | Buy |
101
+75
| +288% | +$1.23K | ﹤0.01% | 1782 |
|
|
2024
Q2 | $389 | Sell |
26
-65
| -71% | -$999 | ﹤0.01% | 1969 |
|
|
2024
Q1 | $1.51K | Buy |
91
+35
| +63% | +$565 | ﹤0.01% | 1652 |
|
|
2023
Q4 | $999 | Buy |
+56
| New | +$808 | ﹤0.01% | 1882 |
|
|
2023
Q3 | – | Sell |
-112
| Closed | -$1.88K | – | 2351 |
|
|
2023
Q2 | $1.88K | Hold |
112
| – | – | ﹤0.01% | 1736 |
|
|
2023
Q1 | $1.84K | Sell |
112
-120
| -52% | -$2.14K | ﹤0.01% | 1730 |
|
|
2022
Q4 | $4.17K | Buy |
232
+89
| +62% | +$1.52K | ﹤0.01% | 1502 |
|
|
2022
Q3 | $2K | Sell |
143
-1,812
| -93% | -$30.6K | ﹤0.01% | 1674 |
|
|
2022
Q2 | $32K | Sell |
1,955
-925
| -32% | -$17.5K | ﹤0.01% | 997 |
|
|
2022
Q1 | $66K | Buy |
2,880
+35
| +1% | +$776 | ﹤0.01% | 877 |
|
|
2021
Q4 | $65K | Buy |
2,845
+1,232
| +76% | +$30K | ﹤0.01% | 928 |
|
|
2021
Q3 | $39K | Buy |
1,613
+733
| +83% | +$18.3K | ﹤0.01% | 1076 |
|
|
2021
Q2 | $24K | Hold |
880
| – | – | ﹤0.01% | 1177 |
|
|
2021
Q1 | $22K | Sell |
880
-20
| -2% | -$448 | ﹤0.01% | 1165 |
|
|
2020
Q4 | $16K | Hold |
900
| – | – | ﹤0.01% | 1184 |
|
|
2020
Q3 | $10K | Sell |
900
-2,125
| -70% | -$22.5K | ﹤0.01% | 1270 |
|
|
2020
Q2 | $33K | Buy |
3,025
+625
| +26% | +$5.61K | ﹤0.01% | 966 |
|
|
2020
Q1 | $22K | Sell |
2,400
-5,275
| -69% | -$80.2K | ﹤0.01% | 1045 |
|
|
2019
Q4 | $138K | Buy |
7,675
+300
| +4% | +$5.12K | 0.01% | 597 |
|
|
2019
Q3 | $125K | Buy |
7,375
+531
| +8% | +$9.38K | 0.01% | 610 |
|
|
2019
Q2 | $140K | Sell |
6,844
-262
| -4% | -$5.44K | 0.02% | 521 |
|
|
2019
Q1 | $137K | Buy |
7,106
+569
| +9% | +$10.6K | 0.02% | 481 |
|
|
2018
Q4 | $109K | Buy |
6,537
+4,998
| +325% | +$100K | 0.02% | 500 |
|
|
2018
Q3 | $35K | Buy |
1,539
+400
| +35% | +$10K | ﹤0.01% | 821 |
|
|
2018
Q2 | $30K | Sell |
1,139
-6,563
| -85% | -$189K | ﹤0.01% | 846 |
|
|
2018
Q1 | $247K | Sell |
7,702
-536
| -7% | -$18.5K | 0.03% | 352 |
|
|
2017
Q4 | $301K | Buy |
+8,238
| New | +$298K | 0.05% | 278 |
|
Other funds holding IVZ
MMLI
Advisornet Financial's IVZ Position: Q2 2026 in Review
Advisornet Financial opened a new position in Invesco (IVZ) in Q2 2026: 12 shares worth $317. The stake represents ﹤0.01% of the portfolio and ranks #2135 among its holdings. This is a return to the name: Advisornet Financial previously reported a position in IVZ as recently as Q1 2025.
Advisornet Financial first reported a position in IVZ in Q4 2017 and has held it in 30 quarters since. The position peaked at $301K in Q4 2017. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.
- Advisornet Financial held 12 shares of Invesco worth $317 as of Q2 2026.
- Invesco was a new Advisornet Financial position in Q2 2026.
- Invesco made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2135 holding.
- Advisornet Financial first reported a position in Invesco in Q4 2017 and has held it in 30 quarters since.
- Advisornet Financial's Invesco position peaked at $301K in Q4 2017.
- 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.
Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.