Highline Wealth Partners
IVZ icon

Highline Wealth Partners’s Invesco IVZ Stock Holding History

Highline Wealth Partners’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 		$30 Hold
1
– – ﹤0.01% 1456
2026
Q2 		$26 Hold
1
– – ﹤0.01% 1406
2026
Q1 		$24 Buy
+1
New +$26 ﹤0.01% 1292
2025
Q2 		– Sell
-82
Closed -$1.24K – 986
2025
Q1 		$1.24K Buy
+82
New +$1.4K ﹤0.01% 709

Other funds holding IVZ

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Highline Wealth Partners's IVZ Position: Q3 2026 in Review

Highline Wealth Partners held its Invesco (IVZ) position steady in Q3 2026 at 1 share worth $30. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

Highline Wealth Partners first reported a position in IVZ in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.24K in Q1 2025. 413 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Highline Wealth Partners held 1 share of Invesco worth $30 as of Q3 2026.
  • Highline Wealth Partners left its Invesco share count unchanged in Q3 2026.
  • Invesco made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1456 holding.
  • Highline Wealth Partners first reported a position in Invesco in Q1 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Invesco position peaked at $1.24K in Q1 2025.
  • 413 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.