GeoWealth Management’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.03K	Buy	+129	New	+$2.03K	﹤0.01%	1163
2025 Q1	–	Sell	-2,585	Closed	-$45.2K	–	1450
2024 Q4	$45.2K	Buy	2,585 +30	+1%	+$524	﹤0.01%	1197
2024 Q3	$44.9K	Buy	+2,555	New	+$44.9K	﹤0.01%	1105