Cozad Asset Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.26M Sell
79,650
-4,361
-5% -$68.8K 0.11% 181
2025
Q1
$1.27M Buy
+84,011
New +$1.27M 0.13% 167
2018
Q3
Sell
-7,900
Closed -$210K 241
2018
Q2
$210K Buy
+7,900
New +$210K 0.07% 223