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
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

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

Farther Finance Advisors's IVZ Position: Q2 2026 in Review

Farther Finance Advisors increased its Invesco (IVZ) stake by 2.2% in Q2 2026, buying an estimated $14.1K and bringing the position to 24,380 shares worth $643K. The position accounts for 0.01% of the portfolio, ranked #1367.

Farther Finance Advisors first reported a position in IVZ in Q4 2022 and has held it in 15 quarters since. The position peaked at $678K in Q4 2025. 98 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Farther Finance Advisors held 24,380 shares of Invesco worth $643K as of Q2 2026.
  • Farther Finance Advisors bought 533 Invesco shares in Q2 2026, an estimated $14.1K.
  • Invesco made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1367 holding.
  • Farther Finance Advisors first reported a position in Invesco in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Invesco position peaked at $678K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.