Cetera Investment Advisers’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.27M | Sell |
80,573
-4,661
| -5% | -$73.5K | ﹤0.01% | 2178 |
|
2025
Q1 | $1.29M | Buy |
85,234
+6,239
| +8% | +$94.6K | ﹤0.01% | 2060 |
|
2024
Q4 | $1.38M | Sell |
78,995
-6,032
| -7% | -$105K | ﹤0.01% | 1932 |
|
2024
Q3 | $1.49M | Buy |
85,027
+1,037
| +1% | +$18.2K | ﹤0.01% | 1816 |
|
2024
Q2 | $1.26M | Sell |
83,990
-8,069
| -9% | -$121K | ﹤0.01% | 1912 |
|
2024
Q1 | $1.53M | Buy |
92,059
+71,787
| +354% | +$1.19M | ﹤0.01% | 1753 |
|
2023
Q4 | $362K | Sell |
20,272
-1,253
| -6% | -$22.4K | ﹤0.01% | 1675 |
|
2023
Q3 | $313K | Sell |
21,525
-4,391
| -17% | -$63.8K | ﹤0.01% | 1698 |
|
2023
Q2 | $436K | Sell |
25,916
-3,432
| -12% | -$57.7K | ﹤0.01% | 1530 |
|
2023
Q1 | $481K | Sell |
29,348
-324
| -1% | -$5.31K | ﹤0.01% | 1460 |
|
2022
Q4 | $534K | Buy |
29,672
+2,261
| +8% | +$40.7K | ﹤0.01% | 1342 |
|
2022
Q3 | $376K | Buy |
27,411
+3,666
| +15% | +$50.3K | 0.01% | 1139 |
|
2022
Q2 | $383K | Buy |
23,745
+7,042
| +42% | +$114K | 0.01% | 1259 |
|
2022
Q1 | $385K | Sell |
16,703
-5,296
| -24% | -$122K | 0.01% | 1344 |
|
2021
Q4 | $506K | Sell |
21,999
-1,252
| -5% | -$28.8K | 0.01% | 1177 |
|
2021
Q3 | $561K | Sell |
23,251
-39,438
| -63% | -$952K | 0.01% | 1073 |
|
2021
Q2 | $1.68M | Buy |
62,689
+405
| +0.7% | +$10.8K | 0.03% | 577 |
|
2021
Q1 | $1.57M | Buy |
62,284
+47,888
| +333% | +$1.21M | 0.03% | 492 |
|
2020
Q4 | $251K | Buy |
+14,396
| New | +$251K | 0.01% | 1341 |
|