Meriwether Wealth & Planning’s Invesco IVZ Stock Holding History

Meriwether Wealth & Planning’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	$3.77K	Buy	+125	New	+$3.85K	﹤0.01%	558

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return

Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Meriwether Wealth & Planning's IVZ Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Invesco (IVZ) in Q3 2026: 125 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #558 among its holdings.

183 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

Meriwether Wealth & Planning held 125 shares of Invesco worth $3.77K as of Q3 2026.
Invesco was a new Meriwether Wealth & Planning position in Q3 2026.
Invesco made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #558 holding.
183 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.