Clark Wealth Partners’s Invesco IVZ Stock Holding History

Clark Wealth Partners’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	-58	Closed	-$1.52K	–	629
2025 Q4	$1.52K	Hold	58	–	–	﹤0.01%	454
2025 Q3	$1.52K	Buy	+58	New	+$1.2K	﹤0.01%	454

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Clark Wealth Partners's IVZ Position: Q1 2026 in Review

Clark Wealth Partners sold out of Invesco (IVZ) in Q1 2026, closing a stake of 58 shares — an estimated $1.52K sold.

Clark Wealth Partners first reported a position in IVZ in Q3 2025 and held it in 2 quarters. The position peaked at $1.52K in Q4 2025. 635 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Clark Wealth Partners reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
Clark Wealth Partners sold 58 Invesco shares in Q1 2026, an estimated $1.52K.
Clark Wealth Partners first reported a position in Invesco in Q3 2025 and held it in 2 quarters.
Clark Wealth Partners's Invesco position peaked at $1.52K in Q4 2025.
635 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Clark Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.