Global Financial Private Client’s Invesco IVZ Stock Holding History

Global Financial Private Client’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	$459K	Buy	17,402 +667	+4%	+$17.7K	0.12%	175
2026 Q1	$406K	Buy	16,735 +1,798	+12%	+$47K	0.13%	172
2025 Q4	$392K	Buy	+14,937	New	+$365K	0.14%	164
2025 Q2	–	Sell	-60	Closed	-$910	–	894
2025 Q1	$910	Buy	60 +33	+122%	+$563	﹤0.01%	1088
2024 Q4	$472	Buy	+27	New	+$481	﹤0.01%	957
2020 Q2	–	Sell	-705	Closed	-$5.65K	–	528
2020 Q1	$5.65K	Hold	705	–	–	0.01%	388
2019 Q4	$12.7K	Buy	+705	New	+$12K	0.01%	365

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Global Financial Private Client's IVZ Position: Q2 2026 in Review

Global Financial Private Client increased its Invesco (IVZ) stake by 4% in Q2 2026, buying an estimated $17.7K and bringing the position to 17,402 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #175.

Global Financial Private Client first reported a position in IVZ in Q4 2019 and has held it in 7 quarters since. 103 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Global Financial Private Client held 17,402 shares of Invesco worth $459K as of Q2 2026.
Global Financial Private Client bought 667 Invesco shares in Q2 2026, an estimated $17.7K.
Invesco made up 0.12% of Global Financial Private Client's portfolio in Q2 2026, its #175 holding.
Global Financial Private Client first reported a position in Invesco in Q4 2019 and has held it in 7 quarters since.
103 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.