HFS
IVZ icon

Hughes Financial Services’s Invesco IVZ Stock Holding History

Hughes Financial Services’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 		$1.11K Hold
42
– – ﹤0.01% 894
2026
Q1 		$1.02K Hold
42
– – ﹤0.01% 759
2025
Q4 		$1.1K Hold
42
– – ﹤0.01% 696
2025
Q3 		$993 Hold
42
– – ﹤0.01% 721
2025
Q2 		$886 Sell
42
-23
-35% -$330 ﹤0.01% 730
2025
Q1 		$987 Buy
+65
New +$1.11K ﹤0.01% 701

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

Hughes Financial Services's IVZ Position: Q2 2026 in Review

Hughes Financial Services held its Invesco (IVZ) position steady in Q2 2026 at 42 shares worth $1.11K. The position accounts for ﹤0.01% of the portfolio, ranked #894.

Hughes Financial Services first reported a position in IVZ in Q1 2025 and has held it in 6 quarters since. 89 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Hughes Financial Services held 42 shares of Invesco worth $1.11K as of Q2 2026.
  • Hughes Financial Services left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #894 holding.
  • Hughes Financial Services first reported a position in Invesco in Q1 2025 and has held it in 6 quarters since.
  • 89 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.