Continuum Advisory’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$38.9K Buy
+1,474
New +$39.1K ﹤0.01% 855
2025
Q2
Sell
-526
Closed -$7.98K 1005
2025
Q1
$7.98K Sell
526
-99
-16% -$1.69K ﹤0.01% 1032
2024
Q4
$10.9K Sell
625
-23
-4% -$410 ﹤0.01% 962
2024
Q3
$11.5K Buy
648
+5
+0.8% +$82 ﹤0.01% 957
2024
Q2
$9.62K Buy
643
+28
+5% +$431 ﹤0.01% 948
2024
Q1
$9.35K Buy
+615
New +$9.93K ﹤0.01% 955

Other funds holding IVZ

Continuum Advisory's IVZ Position: Q2 2026 in Review

Continuum Advisory opened a new position in Invesco (IVZ) in Q2 2026: 1,474 shares worth $38.9K. The stake represents ﹤0.01% of the portfolio and ranks #855 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in IVZ as recently as Q1 2025.

Continuum Advisory first reported a position in IVZ in Q1 2024 and has held it in 6 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Continuum Advisory held 1,474 shares of Invesco worth $38.9K as of Q2 2026.
  • Invesco was a new Continuum Advisory position in Q2 2026.
  • Invesco made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #855 holding.
  • Continuum Advisory first reported a position in Invesco in Q1 2024 and has held it in 6 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.