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Northstar Advisory Group’s Invesco IVZ Stock Holding History

Northstar Advisory 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 		– Sell
-71,978
Closed -$1.75M – 126
2026
Q1 		$1.75M Buy
+71,978
New +$1.88M 0.65% 40

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Northstar Advisory Group's IVZ Position: Q2 2026 in Review

Northstar Advisory Group sold out of Invesco (IVZ) in Q2 2026, closing a stake of 71,978 shares — an estimated $1.75M sold.

Northstar Advisory Group first reported a position in IVZ in Q1 2026 and held it in 1 quarter. The position peaked at $1.75M in Q1 2026. 225 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Northstar Advisory Group reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Northstar Advisory Group sold 71,978 Invesco shares in Q2 2026, an estimated $1.75M.
  • Northstar Advisory Group first reported a position in Invesco in Q1 2026 and held it in 1 quarter.
  • Northstar Advisory Group's Invesco position peaked at $1.75M in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Northstar Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.