Mount Yale Investment Advisors’s Invesco IVZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.4K	Buy	+788	New	+$12.4K	﹤0.01%	1111
2018 Q4	–	Sell	-285,425	Closed	-$6.16M	–	533
2018 Q3	$6.16M	Buy	285,425 +16,625	+6%	+$359K	1.08%	24
2018 Q2	$7.14M	Buy	268,800 +253,312	+1,636%	+$6.73M	1.35%	15
2018 Q1	$496K	Buy	+15,488	New	+$496K	0.11%	172