HHM Wealth Advisors’s Invesco IVZ Stock Holding History

HHM Wealth Advisors’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	$43.5K	Hold	1,650	–	–	﹤0.01%	408
2026 Q1	$40.1K	Hold	1,650	–	–	﹤0.01%	399
2025 Q4	$43.3K	Hold	1,650	–	–	0.01%	384
2025 Q3	$37.9K	Hold	1,650	–	–	﹤0.01%	411
2025 Q2	$26K	Sell	1,650 -450	-21%	-$6.46K	﹤0.01%	473
2025 Q1	$31.9K	Sell	2,100 -7	-0.3%	-$119	﹤0.01%	436
2024 Q4	$36.8K	Sell	2,107 -293	-12%	-$5.22K	0.01%	406
2024 Q3	$42.1K	Sell	2,400 -1,700	-41%	-$27.9K	0.01%	365
2024 Q2	$61.3K	Buy	+4,100	New	+$63K	0.01%	310

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

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

HHM Wealth Advisors's IVZ Position: Q2 2026 in Review

HHM Wealth Advisors held its Invesco (IVZ) position steady in Q2 2026 at 1,650 shares worth $43.5K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

HHM Wealth Advisors first reported a position in IVZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $61.3K in Q2 2024. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

HHM Wealth Advisors held 1,650 shares of Invesco worth $43.5K as of Q2 2026.
HHM Wealth Advisors left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #408 holding.
HHM Wealth Advisors first reported a position in Invesco in Q2 2024 and has held it in 9 quarters since.
HHM Wealth Advisors's Invesco position peaked at $61.3K in Q2 2024.
69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.