EWP
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
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

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

Elevation Wealth Partners's IVZ Position: Q2 2026 in Review

Elevation Wealth Partners increased its Invesco (IVZ) stake by 69% in Q2 2026, buying an estimated $4.53K and bringing the position to 419 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Elevation Wealth Partners first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Elevation Wealth Partners held 419 shares of Invesco worth $11.1K as of Q2 2026.
  • Elevation Wealth Partners bought 171 Invesco shares in Q2 2026, an estimated $4.53K.
  • Invesco made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #783 holding.
  • Elevation Wealth Partners first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.