EFG
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Everhart Financial Group’s Invesco IVZ Stock Holding History

Everhart Financial Group’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 		– Sell
-8,557
Closed -$208K – 503
2026
Q1 		$208K Buy
+8,557
New +$224K 0.02% 439

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Everhart Financial Group's IVZ Position: Q2 2026 in Review

Everhart Financial Group sold out of Invesco (IVZ) in Q2 2026, closing a stake of 8,557 shares — an estimated $208K sold.

Everhart Financial Group first reported a position in IVZ in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 89 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Everhart Financial Group reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 8,557 Invesco shares in Q2 2026, an estimated $208K.
  • Everhart Financial Group first reported a position in Invesco in Q1 2026 and held it in 1 quarter.
  • Everhart Financial Group's Invesco position peaked at $208K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.