Fortitude Family Office’s Invesco IVZ Stock Holding History

Fortitude Family Office’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	$32.8K	Buy	1,089 +596	+121%	+$18.3K	0.01%	623
2026 Q2	$13K	Buy	493 +63	+15%	+$1.67K	﹤0.01%	675
2026 Q1	$10.4K	Buy	430 +118	+38%	+$3.09K	﹤0.01%	641
2025 Q4	$8.2K	Buy	312 +29	+10%	+$708	﹤0.01%	649
2025 Q3	$6.49K	Buy	283 +12	+4%	+$249	﹤0.01%	722
2025 Q2	$4.27K	Sell	271 -136	-33%	-$1.95K	﹤0.01%	850
2025 Q1	$6.17K	Hold	407	–	–	﹤0.01%	671
2024 Q4	$7.11K	Hold	407	–	–	﹤0.01%	728
2024 Q3	$7.15K	Hold	407	–	–	﹤0.01%	658
2024 Q2	$6.09K	Hold	407	–	–	﹤0.01%	522
2024 Q1	$6.75K	Hold	407	–	–	﹤0.01%	492
2023 Q4	$7.26K	Buy	+407	New	+$5.87K	0.01%	491

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

VIPI

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's IVZ Position: Q3 2026 in Review

Fortitude Family Office increased its Invesco (IVZ) stake by 121% in Q3 2026, buying an estimated $18.3K and bringing the position to 1,089 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #623.

Fortitude Family Office first reported a position in IVZ in Q4 2023 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

Fortitude Family Office held 1,089 shares of Invesco worth $32.8K as of Q3 2026.
Fortitude Family Office bought 596 Invesco shares in Q3 2026, an estimated $18.3K.
Invesco made up 0.01% of Fortitude Family Office's portfolio in Q3 2026, its #623 holding.
Fortitude Family Office first reported a position in Invesco in Q4 2023 and has held it in 12 quarters since.
66 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.