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Crews Bank & Trust’s Invesco IVZ Stock Holding History

Crews Bank & Trust’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
Q2 		$35K Hold
1,325
– – ﹤0.01% 423
2026
Q1 		$32.2K Hold
1,325
– – ﹤0.01% 420
2025
Q4 		$34.8K Hold
1,325
– – 0.01% 404
2025
Q3 		$30.4K Hold
1,325
– – ﹤0.01% 420
2025
Q2 		$20.9K Hold
1,325
– – ﹤0.01% 457
2025
Q1 		$20.1K Sell
1,325
-1,200
-48% -$20.5K ﹤0.01% 447
2024
Q4 		$44.1K Buy
+2,525
New +$45K 0.01% 358

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Crews Bank & Trust's IVZ Position: Q2 2026 in Review

Crews Bank & Trust held its Invesco (IVZ) position steady in Q2 2026 at 1,325 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #423.

Crews Bank & Trust first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $44.1K in Q4 2024. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Crews Bank & Trust held 1,325 shares of Invesco worth $35K as of Q2 2026.
  • Crews Bank & Trust left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Crews Bank & Trust's portfolio in Q2 2026, its #423 holding.
  • Crews Bank & Trust first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's Invesco position peaked at $44.1K in Q4 2024.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.