CCWM
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Cassaday & Co Wealth Management’s Invesco IVZ Stock Holding History

Cassaday & Co Wealth Management’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 		$528 Hold
20
– – ﹤0.01% 1128
2026
Q1 		$486 Buy
+20
New +$523 ﹤0.01% 1194

Other funds holding IVZ

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cassaday & Co Wealth Management's IVZ Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Invesco (IVZ) position steady in Q2 2026 at 20 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Cassaday & Co Wealth Management first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cassaday & Co Wealth Management held 20 shares of Invesco worth $528 as of Q2 2026.
  • Cassaday & Co Wealth Management left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1128 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.