Mount Yale Investment Advisors’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$12.4K Buy
2018
Q4
Sell
2018
Q3
$6.16M Buy
2018
Q2
$7.14M Buy
2018
Q1
$496K Buy