Elevation Wealth Partners
IVZ icon

Elevation Wealth Partners’s Invesco IVZ Stock Holding History

Elevation Wealth Partners’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 		$30.5K Buy
1,010
+591
+141% +$18.2K 0.01% 537
2026
Q2 		$11.1K Buy
419
+171
+69% +$4.53K ﹤0.01% 783
2026
Q1 		$6.02K Buy
248
+53
+27% +$1.39K ﹤0.01% 659
2025
Q4 		$5.12K Buy
195
+91
+88% +$2.22K ﹤0.01% 624
2025
Q3 		$2.39K Buy
+104
New +$2.16K ﹤0.01% 615

Other funds holding IVZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Elevation Wealth Partners's IVZ Position: Q3 2026 in Review

Elevation Wealth Partners increased its Invesco (IVZ) stake by 141% in Q3 2026, buying an estimated $18.2K and bringing the position to 1,010 shares worth $30.5K. The position accounts for 0.01% of the portfolio, ranked #537.

Elevation Wealth Partners first reported a position in IVZ in Q3 2025 and has held it in 5 quarters since. 289 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Elevation Wealth Partners held 1,010 shares of Invesco worth $30.5K as of Q3 2026.
  • Elevation Wealth Partners bought 591 Invesco shares in Q3 2026, an estimated $18.2K.
  • Invesco made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #537 holding.
  • Elevation Wealth Partners first reported a position in Invesco in Q3 2025 and has held it in 5 quarters since.
  • 289 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.