GBT
IVZ icon

Grove Bank & Trust’s Invesco IVZ Stock Holding History

Grove Bank & Trust’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 		$9.32K Buy
353
+195
+123% +$5.17K ﹤0.01% 655
2026
Q1 		$3.84K Sell
158
-405
-72% -$10.6K ﹤0.01% 740
2025
Q4 		$14.8K Buy
563
+510
+962% +$12.5K ﹤0.01% 581
2025
Q3 		$1.22K Hold
53
– – ﹤0.01% 798
2025
Q2 		$836 Sell
53
-152
-74% -$2.18K ﹤0.01% 824
2025
Q1 		$3.11K Buy
205
+185
+925% +$3.16K ﹤0.01% 735
2024
Q4 		$350 Buy
+20
New +$356 ﹤0.01% 742
2023
Q4 		– Sell
-1,752
Closed -$25.4K – 647
2023
Q3 		$25.4K Hold
1,752
– – 0.01% 435
2023
Q2 		$29.5K Sell
1,752
-33
-2% -$531 0.01% 419
2023
Q1 		$29.3K Sell
1,785
-1,697
-49% -$30.3K 0.01% 426
2022
Q4 		$63K Buy
+3,482
New +$59.6K 0.01% 344
2022
Q2 		– Sell
-10,417
Closed -$240K – 220
2022
Q1 		$240K Buy
10,417
+150
+1% +$3.33K 0.05% 209
2021
Q4 		$236K Hold
10,267
– – 0.05% 213
2021
Q3 		$247K Hold
10,267
– – 0.05% 203
2021
Q2 		$274K Sell
10,267
-8
-0.1% -$218 0.06% 186
2021
Q1 		$259K Hold
10,275
– – 0.06% 182
2020
Q4 		$179K Sell
10,275
-6
-0.1% -$92 0.05% 195
2020
Q3 		$117K Hold
10,281
– – 0.04% 178
2020
Q2 		$111K Sell
10,281
-9,154
-47% -$82.1K 0.04% 176
2020
Q1 		$176K Buy
19,435
+207
+1% +$3.15K 0.07% 159
2019
Q4 		$346K Buy
19,228
+684
+4% +$11.7K 0.1% 142
2019
Q3 		$314K Buy
18,544
+2,294
+14% +$40.5K 0.1% 148
2019
Q2 		$333K Buy
16,250
+4,122
+34% +$85.6K 0.12% 140
2019
Q1 		$234K Buy
+12,128
New +$227K 0.09% 148
2018
Q4 		– Sell
-9,520
Closed -$218K – 154
2018
Q3 		$218K Sell
9,520
-2,260
-19% -$56.5K 0.09% 148
2018
Q2 		$313K Sell
11,780
-2,935
-20% -$84.4K 0.13% 135
2018
Q1 		$471K Sell
14,715
-1,080
-7% -$37.2K 0.21% 115
2017
Q4 		$577K Buy
15,795
+60
+0.4% +$2.17K 0.25% 93
2017
Q3 		$551K Sell
15,735
-67
-0.4% -$2.29K 0.27% 89
2017
Q2 		$556K Buy
15,802
+8,232
+109% +$268K 0.36% 71
2017
Q1 		$232K Buy
7,570
+4,200
+125% +$131K 0.19% 91
2016
Q4 		$102K Buy
+3,370
New +$104K 0.08% 150
2016
Q3 		– Sell
-220
Closed -$6K – 262
2016
Q2 		$6K Buy
+220
New +$6.53K 0.01% 230

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Grove Bank & Trust's IVZ Position: Q2 2026 in Review

Grove Bank & Trust increased its Invesco (IVZ) stake by 123% in Q2 2026, buying an estimated $5.17K and bringing the position to 353 shares worth $9.32K. The position accounts for ﹤0.01% of the portfolio, ranked #655.

Grove Bank & Trust first reported a position in IVZ in Q2 2016 and has held it in 33 quarters since. The position peaked at $577K in Q4 2017. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Grove Bank & Trust held 353 shares of Invesco worth $9.32K as of Q2 2026.
  • Grove Bank & Trust bought 195 Invesco shares in Q2 2026, an estimated $5.17K.
  • Invesco made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #655 holding.
  • Grove Bank & Trust first reported a position in Invesco in Q2 2016 and has held it in 33 quarters since.
  • Grove Bank & Trust's Invesco position peaked at $577K in Q4 2017.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.