Ameritas Advisory Services’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
$2.94K Buy
+111
New +$2.94K ﹤0.01% 1644
2025
Q4
– Sell
-55
Closed -$1.26K – 1546
2025
Q3
$1.26K Sell
55
-260
-83% -$5.4K ﹤0.01% 2029
2025
Q2
$4.97K Buy
+315
New +$4.52K ﹤0.01% 2239
2023
Q2
– Sell
-407
Closed -$6.8K – 1564
2023
Q1
$6.8K Buy
+407
New +$7.26K ﹤0.01% 2046

Other funds holding IVZ

Ameritas Advisory Services's IVZ Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in Invesco (IVZ) in Q2 2026: 111 shares worth $2.94K. The stake represents ﹤0.01% of the portfolio and ranks #1644 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in IVZ as recently as Q3 2025.

Ameritas Advisory Services first reported a position in IVZ in Q1 2023 and has held it in 4 quarters since. The position peaked at $6.8K in Q1 2023. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Ameritas Advisory Services held 111 shares of Invesco worth $2.94K as of Q2 2026.
  • Invesco was a new Ameritas Advisory Services position in Q2 2026.
  • Invesco made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1644 holding.
  • Ameritas Advisory Services first reported a position in Invesco in Q1 2023 and has held it in 4 quarters since.
  • Ameritas Advisory Services's Invesco position peaked at $6.8K in Q1 2023.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.