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Arvest Investments’s Invesco IVZ Stock Holding History

Arvest Investments’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 		$516K Sell
19,535
-540
-3% -$14.3K 0.06% 137
2026
Q1 		$488K Sell
20,075
-513
-2% -$13.4K 0.07% 139
2025
Q4 		$541K Sell
20,588
-1,385
-6% -$33.8K 0.08% 131
2025
Q3 		$504K Sell
21,973
-209
-0.9% -$4.34K 0.07% 140
2025
Q2 		$350K Buy
+22,182
New +$319K 0.05% 143

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
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)
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
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

Arvest Investments's IVZ Position: Q2 2026 in Review

Arvest Investments reduced its Invesco (IVZ) stake by 2.7% in Q2 2026, selling an estimated $14.3K and leaving 19,535 shares worth $516K. The position accounts for 0.06% of the portfolio, ranked #137.

Arvest Investments first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $541K in Q4 2025. 116 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Arvest Investments held 19,535 shares of Invesco worth $516K as of Q2 2026.
  • Arvest Investments sold 540 Invesco shares in Q2 2026, an estimated $14.3K.
  • Invesco made up 0.06% of Arvest Investments's portfolio in Q2 2026, its #137 holding.
  • Arvest Investments first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • Arvest Investments's Invesco position peaked at $541K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.