FFA
IVZ icon

Farther Finance Advisors’s Invesco IVZ Stock Holding History

Farther Finance 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
Q3 		$845K Buy
28,022
+3,642
+15% +$112K 0.01% 1236
2026
Q2 		$643K Buy
24,380
+533
+2% +$14.1K 0.01% 1367
2026
Q1 		$580K Sell
23,847
-1,959
-8% -$51.2K 0.01% 1302
2025
Q4 		$678K Buy
25,806
+2,391
+10% +$58.4K 0.01% 1125
2025
Q3 		$537K Buy
23,415
+842
+4% +$17.5K 0.01% 1040
2025
Q2 		$356K Sell
22,573
-2,293
-9% -$32.9K 0.01% 1091
2025
Q1 		$378K Buy
24,866
+3,449
+16% +$58.9K 0.01% 928
2024
Q4 		$374K Sell
21,417
-101
-0.5% -$1.8K 0.01% 703
2024
Q3 		$378K Buy
21,518
+179
+0.8% +$2.94K 0.01% 713
2024
Q2 		$317K Sell
21,339
-1,070
-5% -$16.5K 0.02% 655
2024
Q1 		$370K Buy
22,409
+923
+4% +$14.9K 0.02% 477
2023
Q4 		$383K Buy
21,486
+19,178
+831% +$277K 0.03% 402
2023
Q3 		$33.5K Sell
2,308
-162
-7% -$2.61K 0.01% 923
2023
Q2 		$41.5K Buy
2,470
+215
+10% +$3.46K 0.01% 732
2023
Q1 		$37K Buy
2,255
+205
+10% +$3.66K 0.01% 696
2022
Q4 		$36.9K Buy
+2,050
New +$35.1K 0.01% 564

Other funds holding IVZ

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Farther Finance Advisors's IVZ Position: Q3 2026 in Review

Farther Finance Advisors increased its Invesco (IVZ) stake by 15% in Q3 2026, buying an estimated $112K and bringing the position to 28,022 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #1236.

Farther Finance Advisors first reported a position in IVZ in Q4 2022 and has held it in 16 quarters since. 35 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Farther Finance Advisors held 28,022 shares of Invesco worth $845K as of Q3 2026.
  • Farther Finance Advisors bought 3,642 Invesco shares in Q3 2026, an estimated $112K.
  • Invesco made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1236 holding.
  • Farther Finance Advisors first reported a position in Invesco in Q4 2022 and has held it in 16 quarters since.
  • 35 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.