LF
IVZ icon

LifeSteps Financial’s Invesco IVZ Stock Holding History

LifeSteps 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 		$1.98K Buy
+75
New +$1.99K ﹤0.01% 679

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
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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LifeSteps Financial's IVZ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Invesco (IVZ) in Q2 2026: 75 shares worth $1.98K. The stake represents ﹤0.01% of the portfolio and ranks #679 among its holdings.

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

  • LifeSteps Financial held 75 shares of Invesco worth $1.98K as of Q2 2026.
  • Invesco was a new LifeSteps Financial position in Q2 2026.
  • Invesco made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #679 holding.
  • 206 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.