Avantax 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
2025
Q2
$176K Sell
2025
Q1
$173K Buy
2024
Q4
$195K Buy
2024
Q3
$183K Buy
2020
Q4
Sell
2020
Q3
$370K Buy