MFG
IVZ icon

Merit Financial Group’s Invesco IVZ Stock Holding History

Merit 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
Q2 		$2.05M Buy
77,675
+28,294
+57% +$750K 0.01% 743
2026
Q1 		$1.2M Buy
49,381
+9,030
+22% +$236K 0.01% 898
2025
Q4 		$1.06M Buy
40,351
+16,618
+70% +$406K 0.01% 924
2025
Q3 		$544K Buy
23,733
+4,620
+24% +$95.9K 0.01% 1136
2025
Q2 		$301K Sell
19,113
-33,369
-64% -$479K ﹤0.01% 1337
2025
Q1 		$796K Buy
52,482
+15,201
+41% +$259K 0.01% 742
2024
Q4 		$652K Buy
+37,281
New +$664K 0.01% 630

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Merit Financial Group's IVZ Position: Q2 2026 in Review

Merit Financial Group increased its Invesco (IVZ) stake by 57% in Q2 2026, buying an estimated $750K and bringing the position to 77,675 shares worth $2.05M. The position accounts for 0.01% of the portfolio, ranked #743.

Merit Financial Group first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Merit Financial Group held 77,675 shares of Invesco worth $2.05M as of Q2 2026.
  • Merit Financial Group bought 28,294 Invesco shares in Q2 2026, an estimated $750K.
  • Invesco made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #743 holding.
  • Merit Financial Group first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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