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 Q2	$56.8K	Sell	2,152 -361	-14%	-$9.57K	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

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Elevated Capital Advisors's IVZ Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Invesco (IVZ) stake by 14% in Q2 2026, selling an estimated $9.57K and leaving 2,152 shares worth $56.8K. The position accounts for 0.02% of the portfolio, ranked #327.

Elevated Capital Advisors first reported a position in IVZ in Q1 2019 and has held it in 10 quarters since. The position peaked at $850K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Elevated Capital Advisors held 2,152 shares of Invesco worth $56.8K as of Q2 2026.
Elevated Capital Advisors sold 361 Invesco shares in Q2 2026, an estimated $9.57K.
Invesco made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #327 holding.
Elevated Capital Advisors first reported a position in Invesco in Q1 2019 and has held it in 10 quarters since.
Elevated Capital Advisors's Invesco position peaked at $850K in Q4 2025.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.