MinichMacGregor Wealth Management’s Invesco IVZ Stock Holding History

MinichMacGregor 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	$250K	Buy	9,492 +225	+2%	+$5.96K	0.04%	131
2026 Q1	$225K	Sell	9,267 -1,392	-13%	-$36.4K	0.04%	117
2025 Q4	$280K	Sell	10,659 -2,382	-18%	-$58.2K	0.05%	104
2025 Q3	$299K	Buy	+13,041	New	+$271K	0.06%	112
2016 Q4	–	Sell	-55	Closed	-$1K	–	471
2016 Q3	$1K	Hold	55	–	–	﹤0.01%	416
2016 Q2	$1K	Buy	+55	New	+$1.63K	﹤0.01%	399

Other funds holding IVZ

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

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

MinichMacGregor Wealth Management's IVZ Position: Q2 2026 in Review

MinichMacGregor Wealth Management increased its Invesco (IVZ) stake by 2.4% in Q2 2026, buying an estimated $5.96K and bringing the position to 9,492 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #131.

MinichMacGregor Wealth Management first reported a position in IVZ in Q2 2016 and has held it in 6 quarters since. The position peaked at $299K in Q3 2025. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

MinichMacGregor Wealth Management held 9,492 shares of Invesco worth $250K as of Q2 2026.
MinichMacGregor Wealth Management bought 225 Invesco shares in Q2 2026, an estimated $5.96K.
Invesco made up 0.04% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #131 holding.
MinichMacGregor Wealth Management first reported a position in Invesco in Q2 2016 and has held it in 6 quarters since.
MinichMacGregor Wealth Management's Invesco position peaked at $299K in Q3 2025.
69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.