Elevated Capital Advisors
IVZ icon

Elevated Capital Advisors’s Invesco IVZ Stock Holding History

Elevated Capital Advisors’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 		$62.3K Sell
2,065
-87
-4% -$2.68K 0.02% 265
2026
Q2 		$56.8K Sell
2,152
-361
-14% -$9.6K 0.02% 327
2026
Q1 		$61.1K Sell
2,513
-29,847
-92% -$781K 0.02% 324
2025
Q4 		$850K Sell
32,360
-1,853
-5% -$45.3K 0.2% 131
2025
Q3 		$785K Sell
34,213
-6,871
-17% -$143K 0.2% 143
2025
Q2 		$623K Hold
41,084
– – 0.17% 164
2025
Q1 		$623K Buy
41,084
+1,517
+4% +$25.9K 0.17% 164
2024
Q4 		$692K Sell
39,567
-1,021
-3% -$18.2K 0.19% 153
2024
Q3 		$713K Sell
40,588
-1,187
-3% -$19.5K 0.19% 162
2024
Q2 		$625K Buy
+41,775
New +$642K 0.18% 159
2019
Q1 		$94K Buy
+10,461
New +$196K 0.06% 133

Other funds holding IVZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Elevated Capital Advisors's IVZ Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Invesco (IVZ) stake by 4% in Q3 2026, selling an estimated $2.68K and leaving 2,065 shares worth $62.3K. The position accounts for 0.02% of the portfolio, ranked #265.

Elevated Capital Advisors first reported a position in IVZ in Q1 2019 and has held it in 11 quarters since. The position peaked at $850K in Q4 2025. 413 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Elevated Capital Advisors held 2,065 shares of Invesco worth $62.3K as of Q3 2026.
  • Elevated Capital Advisors sold 87 Invesco shares in Q3 2026, an estimated $2.68K.
  • Invesco made up 0.02% of Elevated Capital Advisors's portfolio in Q3 2026, its #265 holding.
  • Elevated Capital Advisors first reported a position in Invesco in Q1 2019 and has held it in 11 quarters since.
  • Elevated Capital Advisors's Invesco position peaked at $850K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.