CGH
IVZ icon

Crossmark Global Holdings’s Invesco IVZ Stock Holding History

Crossmark Global 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 		$800K Buy
30,296
+768
+3% +$20.4K 0.01% 711
2026
Q1 		$717K Sell
29,528
-330
-1% -$8.63K 0.01% 717
2025
Q4 		$784K Buy
29,858
+49
+0.2% +$1.2K 0.01% 684
2025
Q3 		$684K Buy
29,809
+20
+0.1% +$415 0.01% 765
2025
Q2 		$470K Sell
29,789
-3,900
-12% -$56K 0.01% 914
2025
Q1 		$511K Sell
33,689
-538
-2% -$9.18K 0.01% 868
2024
Q4 		$598K Sell
34,227
-97
-0.3% -$1.73K 0.01% 755
2024
Q3 		$603K Buy
34,324
+282
+0.8% +$4.63K 0.01% 786
2024
Q2 		$509K Buy
34,042
+69
+0.2% +$1.06K 0.01% 826
2024
Q1 		$564K Buy
33,973
+753
+2% +$12.2K 0.01% 811
2023
Q4 		$593K Buy
33,220
+1,806
+6% +$26.1K 0.01% 776
2023
Q3 		$436K Buy
31,414
+60
+0.2% +$966 0.01% 872
2023
Q2 		$521K Sell
31,354
-278
-0.9% -$4.47K 0.01% 840
2023
Q1 		$519K Sell
31,632
-119
-0.4% -$2.12K 0.01% 806
2022
Q4 		$572K Buy
31,751
+247
+0.8% +$4.22K 0.01% 738
2022
Q3 		$431K Sell
31,504
-907
-3% -$15.3K 0.01% 833
2022
Q2 		$522K Sell
32,411
-30
-0.1% -$568 0.01% 797
2022
Q1 		$748K Sell
32,441
-3,589
-10% -$79.6K 0.02% 733
2021
Q4 		$829K Sell
36,030
-24,542
-41% -$597K 0.02% 693
2021
Q3 		$1.46M Buy
60,572
+1,537
+3% +$38.4K 0.03% 487
2021
Q2 		$1.58M Buy
59,035
+4,230
+8% +$115K 0.04% 465
2021
Q1 		$1.38M Sell
54,805
-16,002
-23% -$359K 0.03% 492
2020
Q4 		$1.23M Sell
70,807
-30,358
-30% -$467K 0.03% 510
2020
Q3 		$1.15M Buy
101,165
+658
+0.7% +$6.97K 0.03% 497
2020
Q2 		$1.08M Buy
100,507
+14,869
+17% +$133K 0.03% 512
2020
Q1 		$778K Buy
85,638
+639
+0.8% +$9.71K 0.03% 533
2019
Q4 		$1.53M Buy
84,999
+299
+0.4% +$5.1K 0.04% 447
2019
Q3 		$1.44M Sell
84,700
-2,020
-2% -$35.7K 0.04% 455
2019
Q2 		$1.77M Buy
86,720
+6,925
+9% +$144K 0.05% 416
2019
Q1 		$1.54M Buy
79,795
+430
+0.5% +$8.04K 0.04% 449
2018
Q4 		$1.33M Buy
79,365
+43,473
+121% +$870K 0.04% 466
2018
Q3 		$821K Buy
35,892
+717
+2% +$17.9K 0.02% 691
2018
Q2 		$934K Sell
35,175
-1,555
-4% -$44.7K 0.03% 624
2018
Q1 		$1.18M Sell
36,730
-2,296
-6% -$79.2K 0.03% 562
2017
Q4 		$1.43M Buy
39,026
+5,527
+16% +$200K 0.03% 529
2017
Q3 		$1.17M Buy
+33,499
New +$1.14M 0.03% 565
2016
Q3 		$1.17M Buy
+33,499
New +$984K 0.03% 565

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

Crossmark Global Holdings's IVZ Position: Q2 2026 in Review

Crossmark Global Holdings increased its Invesco (IVZ) stake by 2.6% in Q2 2026, buying an estimated $20.4K and bringing the position to 30,296 shares worth $800K. The position accounts for 0.01% of the portfolio, ranked #711.

Crossmark Global Holdings first reported a position in IVZ in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.77M in Q2 2019. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Crossmark Global Holdings held 30,296 shares of Invesco worth $800K as of Q2 2026.
  • Crossmark Global Holdings bought 768 Invesco shares in Q2 2026, an estimated $20.4K.
  • Invesco made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #711 holding.
  • Crossmark Global Holdings first reported a position in Invesco in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Invesco position peaked at $1.77M in Q2 2019.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.