American National Bank & Trust’s Invesco IVZ Stock Holding History

American National Bank & Trust’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	$60.4K	Buy	2,288 +492	+27%	+$13K	0.01%	353
2026 Q1	$43.6K	Buy	1,796 +628	+54%	+$16.4K	﹤0.01%	372
2025 Q4	$30.7K	Buy	+1,168	New	+$28.5K	﹤0.01%	412
2023 Q1	–	Sell	-206	Closed	-$4K	–	623
2022 Q4	$4K	Buy	206 +9	+5%	+$154	﹤0.01%	436
2022 Q3	$3K	Hold	197	–	–	﹤0.01%	462
2022 Q2	$3K	Hold	197	–	–	﹤0.01%	371
2022 Q1	$5K	Buy	+197	New	+$4.37K	﹤0.01%	354

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

American National Bank & Trust's IVZ Position: Q2 2026 in Review

American National Bank & Trust increased its Invesco (IVZ) stake by 27% in Q2 2026, buying an estimated $13K and bringing the position to 2,288 shares worth $60.4K. The position accounts for 0.01% of the portfolio, ranked #353.

American National Bank & Trust first reported a position in IVZ in Q1 2022 and has held it in 7 quarters since. 156 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

American National Bank & Trust held 2,288 shares of Invesco worth $60.4K as of Q2 2026.
American National Bank & Trust bought 492 Invesco shares in Q2 2026, an estimated $13K.
Invesco made up 0.01% of American National Bank & Trust's portfolio in Q2 2026, its #353 holding.
American National Bank & Trust first reported a position in Invesco in Q1 2022 and has held it in 7 quarters since.
156 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on American National Bank & Trust's 13F filing for Q2 2026, filed 22 Jul 2026.