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Cromwell Holdings’s Invesco IVZ Stock Holding History

Cromwell Holdings’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 		$17.8K Buy
676
+32
+5% +$848 0.01% 582
2026
Q1 		$15.6K Buy
644
+20
+3% +$523 0.01% 570
2025
Q4 		$16.4K Hold
624
– – 0.01% 573
2025
Q3 		$14.3K Hold
624
– – 0.01% 591
2025
Q2 		$9.84K Sell
624
-377
-38% -$5.41K 0.01% 600
2025
Q1 		$15.2K Hold
1,001
– – 0.01% 570
2024
Q4 		$17.5K Hold
1,001
– – 0.01% 579
2024
Q3 		$17.6K Hold
1,001
– – 0.01% 581
2024
Q2 		$15K Buy
+1,001
New +$15.4K 0.01% 585

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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 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

Cromwell Holdings's IVZ Position: Q2 2026 in Review

Cromwell Holdings increased its Invesco (IVZ) stake by 5% in Q2 2026, buying an estimated $848 and bringing the position to 676 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #582.

Cromwell Holdings first reported a position in IVZ in Q2 2024 and has held it in 9 quarters since. 92 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cromwell Holdings held 676 shares of Invesco worth $17.8K as of Q2 2026.
  • Cromwell Holdings bought 32 Invesco shares in Q2 2026, an estimated $848.
  • Invesco made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #582 holding.
  • Cromwell Holdings first reported a position in Invesco in Q2 2024 and has held it in 9 quarters since.
  • 92 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.