GoalVest Advisory’s Invesco IVZ Stock Holding History

GoalVest Advisory’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	$5.25K	Buy	+174	New	+$5.36K	﹤0.01%	555
2025 Q2	–	Sell	-9	Closed	-$137	–	450
2025 Q1	$137	Buy	+9	New	+$154	﹤0.01%	482
2022 Q2	–	Sell	-25	Closed	-$1K	–	426
2022 Q1	$1K	Buy	+25	New	+$554	﹤0.01%	340

Other funds holding IVZ

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

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

GoalVest Advisory's IVZ Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Invesco (IVZ) in Q3 2026: 174 shares worth $5.25K. The stake represents ﹤0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in IVZ as recently as Q1 2025.

GoalVest Advisory first reported a position in IVZ in Q1 2022 and has held it in 3 quarters since. 28 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

GoalVest Advisory held 174 shares of Invesco worth $5.25K as of Q3 2026.
Invesco was a new GoalVest Advisory position in Q3 2026.
Invesco made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #555 holding.
GoalVest Advisory first reported a position in Invesco in Q1 2022 and has held it in 3 quarters since.
28 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.