IFG
IVZ icon

Independent Financial Group’s Invesco IVZ Stock Holding History

Independent Financial Group’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 		$354K Hold
11,752
– – 0.01% 1169
2026
Q2 		$310K Sell
11,752
-100
-0.8% -$2.65K 0.01% 1227
2026
Q1 		$288K Hold
11,852
– – 0.01% 1182
2025
Q4 		$311K Sell
11,852
-3,757
-24% -$91.8K 0.01% 1131
2025
Q3 		$358K Sell
15,609
-14,300
-48% -$297K 0.01% 1000
2025
Q2 		$472K Buy
29,909
+11,235
+60% +$161K 0.01% 807
2025
Q1 		$283K Buy
+18,674
New +$319K 0.01% 956
2021
Q4 		– Sell
-20,822
Closed -$502K – 805
2021
Q3 		$502K Buy
20,822
+1,049
+5% +$26.2K 0.05% 364
2021
Q2 		$529K Buy
19,773
+1,469
+8% +$40K 0.06% 352
2021
Q1 		$462K Buy
+18,304
New +$410K 0.06% 353
2020
Q2 		– Sell
-37,529
Closed -$341K – 493
2020
Q1 		$341K Buy
+37,529
New +$570K 0.1% 231

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Independent Financial Group's IVZ Position: Q3 2026 in Review

Independent Financial Group held its Invesco (IVZ) position steady in Q3 2026 at 11,752 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #1169.

Independent Financial Group first reported a position in IVZ in Q1 2020 and has held it in 11 quarters since. The position peaked at $529K in Q2 2021. 41 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Independent Financial Group held 11,752 shares of Invesco worth $354K as of Q3 2026.
  • Independent Financial Group left its Invesco share count unchanged in Q3 2026.
  • Invesco made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1169 holding.
  • Independent Financial Group first reported a position in Invesco in Q1 2020 and has held it in 11 quarters since.
  • Independent Financial Group's Invesco position peaked at $529K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.