Hilltop National Bank’s Invesco IVZ Stock Holding History

Hilltop National Bank’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	$4.28K	Hold	162	–	–	﹤0.01%	735
2026 Q1	$3.94K	Hold	162	–	–	﹤0.01%	734
2025 Q4	$4.26K	Hold	162	–	–	﹤0.01%	717
2025 Q3	$3.72K	Hold	162	–	–	﹤0.01%	732
2025 Q2	$2.56K	Buy	+162	New	+$2.33K	﹤0.01%	743
2024 Q4	$5.03K	Hold	288	–	–	﹤0.01%	689
2024 Q3	$5.06K	Sell	288 -950	-77%	-$15.6K	﹤0.01%	725
2024 Q2	$18.5K	Hold	1,238	–	–	0.01%	575
2024 Q1	$20.5K	Buy	+1,238	New	+$20K	0.01%	553

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

Hilltop National Bank's IVZ Position: Q2 2026 in Review

Hilltop National Bank held its Invesco (IVZ) position steady in Q2 2026 at 162 shares worth $4.28K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Hilltop National Bank first reported a position in IVZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $20.5K in Q1 2024. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Hilltop National Bank held 162 shares of Invesco worth $4.28K as of Q2 2026.
Hilltop National Bank left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Hilltop National Bank's portfolio in Q2 2026, its #735 holding.
Hilltop National Bank first reported a position in Invesco in Q1 2024 and has held it in 9 quarters since.
Hilltop National Bank's Invesco position peaked at $20.5K in Q1 2024.
69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.