Focus Partners Wealth’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$311K Sell
19,695
-6,193
-24% -$97.7K ﹤0.01% 1651
2025
Q1
$393K Sell
25,888
-9,046
-26% -$137K ﹤0.01% 1438
2024
Q4
$611K Buy
34,934
+13,991
+67% +$245K ﹤0.01% 1227
2024
Q3
$368K Buy
+20,943
New +$368K ﹤0.01% 1245