DPW
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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
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 		$1.27K 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 		$1.25K 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
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

DiNuzzo Private Wealth's IVZ Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Invesco (IVZ) position steady in Q2 2026 at 97 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

DiNuzzo Private Wealth first reported a position in IVZ in Q4 2023 and has held it in 11 quarters since. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • DiNuzzo Private Wealth held 97 shares of Invesco worth $2.56K as of Q2 2026.
  • DiNuzzo Private Wealth left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #592 holding.
  • DiNuzzo Private Wealth first reported a position in Invesco in Q4 2023 and has held it in 11 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.