DiNuzzo Private Wealth’s Invesco IVZ Stock Holding History

DiNuzzo Private Wealth’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 Q3	$2.93K	Hold	97	–	–	﹤0.01%	547
2026 Q2	$2.56K	Hold	97	–	–	﹤0.01%	592
2026 Q1	$2.36K	Hold	97	–	–	﹤0.01%	583
2025 Q4	$2.55K	Hold	97	–	–	﹤0.01%	562
2025 Q3	$2.12K	Hold	97	–	–	﹤0.01%	615
2025 Q2	$1.53K	Buy	97 +13	+15%	+$187	﹤0.01%	703
2025 Q1	$1.28K	Sell	84 -12	-13%	-$205	﹤0.01%	745
2024 Q4	$1.68K	Buy	96 +5	+5%	+$89	﹤0.01%	660
2024 Q3	$1.6K	Buy	91 +3	+3%	+$49	﹤0.01%	695
2024 Q2	$1.32K	Buy	88 +13	+17%	+$200	﹤0.01%	684
2024 Q1	$1.24K	Buy	75 +6	+9%	+$97	﹤0.01%	648
2023 Q4	$1.23K	Buy	+69	New	+$996	﹤0.01%	628

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

DiNuzzo Private Wealth's IVZ Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Invesco (IVZ) position steady in Q3 2026 at 97 shares worth $2.93K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

DiNuzzo Private Wealth first reported a position in IVZ in Q4 2023 and has held it in 12 quarters since. 196 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

DiNuzzo Private Wealth held 97 shares of Invesco worth $2.93K as of Q3 2026.
DiNuzzo Private Wealth left its Invesco share count unchanged in Q3 2026.
Invesco made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #547 holding.
DiNuzzo Private Wealth first reported a position in Invesco in Q4 2023 and has held it in 12 quarters since.
196 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.