Baker Avenue Asset Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$222K Buy
2023
Q3
Sell
2023
Q2
$656 Sell
2023
Q1
$1.2K Buy
2019
Q1
Sell
2018
Q4
$255K Buy