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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
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

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elevated Capital Advisors's IVZ Position: Q1 2026 in Review

Elevated Capital Advisors reduced its Invesco (IVZ) stake by 92% in Q1 2026, selling an estimated $781K and leaving 2,513 shares worth $61.1K. The position accounts for 0.02% of the portfolio, ranked #324.

Elevated Capital Advisors first reported a position in IVZ in Q1 2019 and has held it in 9 quarters since. The position peaked at $850K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Elevated Capital Advisors held 2,513 shares of Invesco worth $61.1K as of Q1 2026.
  • Elevated Capital Advisors sold 29,847 Invesco shares in Q1 2026, an estimated $781K.
  • Invesco made up 0.02% of Elevated Capital Advisors's portfolio in Q1 2026, its #324 holding.
  • Elevated Capital Advisors first reported a position in Invesco in Q1 2019 and has held it in 9 quarters since.
  • Elevated Capital Advisors's Invesco position peaked at $850K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.