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 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 $59.8B AUM 29.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

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

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Arlington Trust's IVZ Position: Q2 2026 in Review

Arlington Trust held its Invesco (IVZ) position steady in Q2 2026 at 78 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Arlington Trust first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Arlington Trust held 78 shares of Invesco worth $2.06K as of Q2 2026.
Arlington Trust left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #653 holding.
Arlington Trust first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
89 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.