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Holcombe Financial’s Invesco IVZ Stock Holding History

Holcombe Financial’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 		$372K Hold
14,080
– – 0.21% 43
2026
Q1 		$342K Hold
14,080
– – 0.2% 41
2025
Q4 		$370K Hold
14,080
– – 0.23% 37
2025
Q3 		$323K Hold
14,080
– – 0.23% 37
2025
Q2 		$222K Hold
14,080
– – 0.17% 40
2025
Q1 		$214K Hold
14,080
– – 0.18% 38
2024
Q4 		$246K Buy
+14,080
New +$251K 0.2% 33

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Holcombe Financial's IVZ Position: Q2 2026 in Review

Holcombe Financial held its Invesco (IVZ) position steady in Q2 2026 at 14,080 shares worth $372K. The position accounts for 0.21% of the portfolio, ranked #43.

Holcombe Financial first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. 283 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Holcombe Financial held 14,080 shares of Invesco worth $372K as of Q2 2026.
  • Holcombe Financial left its Invesco share count unchanged in Q2 2026.
  • Invesco made up 0.21% of Holcombe Financial's portfolio in Q2 2026, its #43 holding.
  • Holcombe Financial first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • 283 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Holcombe Financial's 13F filing for Q2 2026, filed 13 Jul 2026.