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CFG Wealth Management Services’s Invesco IVZ Stock Holding History

CFG Wealth Management Services’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
Q1 		– Sell
-3,000
Closed -$78.8K – 167
2025
Q4 		$78.8K Buy
+3,000
New +$73.3K 0.07% 80

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Dimensional Fund Advisors
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Vanguard Portfolio Management
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
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CFG Wealth Management Services's IVZ Position: Q1 2026 in Review

CFG Wealth Management Services sold out of Invesco (IVZ) in Q1 2026, closing a stake of 3,000 shares — an estimated $78.8K sold.

CFG Wealth Management Services first reported a position in IVZ in Q4 2025 and held it in 1 quarter. The position peaked at $78.8K in Q4 2025. 637 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • CFG Wealth Management Services reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 3,000 Invesco shares in Q1 2026, an estimated $78.8K.
  • CFG Wealth Management Services first reported a position in Invesco in Q4 2025 and held it in 1 quarter.
  • CFG Wealth Management Services's Invesco position peaked at $78.8K in Q4 2025.
  • 637 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on CFG Wealth Management Services's 13F filing for Q1 2026, filed 7 May 2026.