HWP
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
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

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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 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

Highline Wealth Partners's IVZ Position: Q2 2026 in Review

Highline Wealth Partners held its Invesco (IVZ) position steady in Q2 2026 at 1 share worth $26. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Highline Wealth Partners first reported a position in IVZ in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.24K in Q1 2025. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Highline Wealth Partners held 1 share of Invesco worth $26 as of Q2 2026.
  • Highline Wealth Partners left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1406 holding.
  • Highline Wealth Partners first reported a position in Invesco in Q1 2025 and has held it in 3 quarters since.
  • Highline Wealth Partners's Invesco position peaked at $1.24K in Q1 2025.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.