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Arlington Trust’s Invesco IVZ Stock Holding History

Arlington 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
Q3 		$2.35K Hold
78
– – ﹤0.01% 745
2026
Q2 		$2.06K Hold
78
– – ﹤0.01% 653
2026
Q1 		$1.9K Buy
+78
New +$2.04K ﹤0.01% 649

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Arlington Trust's IVZ Position: Q3 2026 in Review

Arlington Trust held its Invesco (IVZ) position steady in Q3 2026 at 78 shares worth $2.35K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Arlington Trust first reported a position in IVZ in Q1 2026 and has held it in 3 quarters since. 143 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Arlington Trust held 78 shares of Invesco worth $2.35K as of Q3 2026.
  • Arlington Trust left its Invesco share count unchanged in Q3 2026.
  • Invesco made up ﹤0.01% of Arlington Trust's portfolio in Q3 2026, its #745 holding.
  • Arlington Trust first reported a position in Invesco in Q1 2026 and has held it in 3 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.