Friedenthal Financial
IVZ icon

Friedenthal Financial’s Invesco IVZ Stock Holding History

Friedenthal Financial’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 		– Sell
-43,011
Closed -$1.14M – 375
2026
Q2 		$1.14M Sell
43,011
-1,676
-4% -$44.4K 0.52% 47
2026
Q1 		$1.09M Buy
+44,687
New +$1.17M 0.54% 38

Other funds holding IVZ

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Friedenthal Financial's IVZ Position: Q3 2026 in Review

Friedenthal Financial sold out of Invesco (IVZ) in Q3 2026, closing a stake of 43,011 shares — an estimated $1.14M sold.

Friedenthal Financial first reported a position in IVZ in Q1 2026 and held it in 2 quarters. The position peaked at $1.14M in Q2 2026. 334 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Friedenthal Financial reported no remaining Invesco position as of Q3 2026 after selling out during the quarter.
  • Friedenthal Financial sold 43,011 Invesco shares in Q3 2026, an estimated $1.14M.
  • Friedenthal Financial first reported a position in Invesco in Q1 2026 and held it in 2 quarters.
  • Friedenthal Financial's Invesco position peaked at $1.14M in Q2 2026.
  • 334 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Friedenthal Financial's 13F filing for Q3 2026, filed 27 Oct 2026.