Institute for Wealth Management’s Invesco IVZ Stock Holding History

Institute for Wealth Management’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	$55.6K	Buy	+2,106	New	+$55.8K	﹤0.01%	847

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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

Institute for Wealth Management's IVZ Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Invesco (IVZ) in Q2 2026: 2,106 shares worth $55.6K. The stake represents ﹤0.01% of the portfolio and ranks #847 among its holdings.

355 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Institute for Wealth Management held 2,106 shares of Invesco worth $55.6K as of Q2 2026.
Invesco was a new Institute for Wealth Management position in Q2 2026.
Invesco made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #847 holding.
355 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.