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Harbor Investment Advisory’s Invesco IVZ Stock Holding History

Harbor Investment 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 		$2.81K Buy
+93
New +$2.86K ﹤0.01% 1250
2024
Q3 		– Sell
-17
Closed -$254 – 1230
2024
Q2 		$254 Sell
17
-57
-77% -$876 ﹤0.01% 1164
2024
Q1 		$1.23K Buy
+74
New +$1.19K ﹤0.01% 1202

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory's IVZ Position: Q3 2026 in Review

Harbor Investment Advisory opened a new position in Invesco (IVZ) in Q3 2026: 93 shares worth $2.81K. The stake represents ﹤0.01% of the portfolio and ranks #1250 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in IVZ as recently as Q2 2024.

Harbor Investment Advisory first reported a position in IVZ in Q1 2024 and has held it in 3 quarters since. 41 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Harbor Investment Advisory held 93 shares of Invesco worth $2.81K as of Q3 2026.
  • Invesco was a new Harbor Investment Advisory position in Q3 2026.
  • Invesco made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q3 2026, its #1250 holding.
  • Harbor Investment Advisory first reported a position in Invesco in Q1 2024 and has held it in 3 quarters since.
  • 41 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Harbor Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.