Gradient Investments’s Invesco IVZ Stock Holding History

Gradient Investments’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	$742K	Buy	+28,112	New	+$745K	0.01%	347
2024 Q3	–	Sell	-4,528	Closed	-$67.7K	–	825
2024 Q2	$67.7K	Buy	4,528 +4,296	+1,852%	+$66.1K	﹤0.01%	451
2024 Q1	$3.85K	Sell	232 -33	-12%	-$533	﹤0.01%	763
2023 Q4	$4.73K	Hold	265	–	–	﹤0.01%	1012
2023 Q3	$3.85K	Buy	265 +36	+16%	+$579	﹤0.01%	1015
2023 Q2	$3.85K	Buy	229 +196	+594%	+$3.15K	﹤0.01%	1011
2023 Q1	$541	Sell	33 -23	-41%	-$410	﹤0.01%	1275
2022 Q4	$1.01K	Buy	56 +23	+70%	+$393	﹤0.01%	1196
2022 Q3	$0	Hold	33	–	–	﹤0.01%	1433
2022 Q2	$1K	Sell	33 -31	-48%	-$587	﹤0.01%	1137
2022 Q1	$1K	Hold	64	–	–	﹤0.01%	1105
2021 Q4	$1K	Hold	64	–	–	﹤0.01%	1155
2021 Q3	$2K	Sell	64 -96	-60%	-$2.4K	﹤0.01%	1009
2021 Q2	$4K	Sell	160 -297	-65%	-$8.09K	﹤0.01%	914
2021 Q1	$12K	Sell	457 -9	-2%	-$202	﹤0.01%	723
2020 Q4	$5K	Sell	466 -203	-30%	-$3.12K	﹤0.01%	812
2020 Q3	$8K	Hold	669	–	–	﹤0.01%	743
2020 Q2	$7K	Sell	669 -5	-0.7%	-$45	﹤0.01%	695
2020 Q1	$6K	Sell	674 -66	-9%	-$1K	﹤0.01%	749
2019 Q4	$13K	Sell	740 -160	-18%	-$2.73K	﹤0.01%	640
2019 Q3	$15K	Sell	900 -569	-39%	-$10K	﹤0.01%	569
2019 Q2	$30K	Buy	1,469 +122	+9%	+$2.53K	﹤0.01%	451
2019 Q1	$26K	Sell	1,347 -596	-31%	-$11.1K	﹤0.01%	414
2018 Q4	$33K	Sell	1,943 -363,062	-99%	-$7.27M	﹤0.01%	393
2018 Q3	$8.35M	Buy	365,005 +64,106	+21%	+$1.6M	0.43%	71
2018 Q2	$7.99M	Buy	300,899 +53,733	+22%	+$1.55M	0.43%	71
2018 Q1	$7.91M	Buy	247,166 +22,290	+10%	+$769K	0.43%	71
2017 Q4	$8.22M	Buy	224,876 +11,887	+6%	+$430K	0.47%	45
2017 Q3	$7.46M	Buy	212,989 +8,046	+4%	+$275K	0.48%	43
2017 Q2	$7.21M	Buy	204,943 +12,240	+6%	+$399K	0.51%	37
2017 Q1	$5.9M	Buy	+192,703	New	+$6.02M	0.45%	71
2016 Q2	–	Sell	-21	Closed	-$1K	–	746
2016 Q1	$1K	Sell	21 -31	-60%	-$894	﹤0.01%	668
2015 Q4	$2K	Buy	+52	New	+$1.7K	﹤0.01%	583

Other funds holding IVZ

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return