Dogwood Wealth Management’s Invesco IVZ Stock Holding History

Dogwood Wealth Management’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	$13.2K	Buy	501 +4	+0.8%	+$106	0.01%	327
2026 Q1	$12.1K	Buy	497 +4	+0.8%	+$105	0.01%	305
2025 Q4	$13K	Buy	493 +4	+0.8%	+$98	0.01%	259
2025 Q3	$11.2K	Buy	489 +5	+1%	+$104	0.01%	262
2025 Q2	$8.09K	Buy	484 +6	+1%	+$86	﹤0.01%	322
2025 Q1	$7.25K	Buy	478 +6	+1%	+$102	﹤0.01%	216
2024 Q4	$8.24K	Buy	+472	New	+$8.41K	﹤0.01%	191

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Dogwood Wealth Management's IVZ Position: Q2 2026 in Review

Dogwood Wealth Management increased its Invesco (IVZ) stake by 0.8% in Q2 2026, buying an estimated $106 and bringing the position to 501 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #327.

Dogwood Wealth Management first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Dogwood Wealth Management held 501 shares of Invesco worth $13.2K as of Q2 2026.
Dogwood Wealth Management bought 4 Invesco shares in Q2 2026, an estimated $106.
Invesco made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #327 holding.
Dogwood Wealth Management first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.