NVWM LLC’s Invesco IVZ Stock Holding History

NVWM LLC’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	$13.5K	Buy	446 +431	+2,873%	+$13.3K	﹤0.01%	359
2026 Q2	$396	Buy	15 +5	+50%	+$133	﹤0.01%	704
2026 Q1	$243	Hold	10	–	–	﹤0.01%	691
2025 Q4	$263	Buy	+10	New	+$244	﹤0.01%	691
2025 Q2	–	Sell	-15	Closed	-$228	–	697
2025 Q1	$228	Sell	15 -36	-71%	-$614	﹤0.01%	614
2024 Q4	$891	Hold	51	–	–	﹤0.01%	487
2024 Q3	$896	Hold	51	–	–	﹤0.01%	484
2024 Q2	$763	Buy	+51	New	+$784	﹤0.01%	477
2023 Q4	–	Sell	-3,425	Closed	-$49.7K	–	441
2023 Q3	$49.7K	Hold	3,425	–	–	0.02%	236
2023 Q2	$57.6K	Hold	3,425	–	–	0.02%	239
2023 Q1	$56.2K	Hold	3,425	–	–	0.02%	240
2022 Q4	$61.6K	Hold	3,425	–	–	0.02%	223
2022 Q3	$47K	Hold	3,425	–	–	0.02%	237
2022 Q2	$55K	Hold	3,425	–	–	0.02%	233
2022 Q1	$79K	Hold	3,425	–	–	0.03%	231
2021 Q4	$79K	Hold	3,425	–	–	0.02%	238
2021 Q3	$83K	Hold	3,425	–	–	0.03%	225
2021 Q2	$92K	Hold	3,425	–	–	0.03%	223
2021 Q1	$86K	Hold	3,425	–	–	0.03%	205
2020 Q4	$60K	Buy	+3,425	New	+$52.7K	0.03%	203
2019 Q3	–	Sell	-2,350	Closed	-$48K	–	370
2019 Q2	$48K	Buy	+2,350	New	+$48.8K	0.03%	210

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

Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 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

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

NVWM LLC's IVZ Position: Q3 2026 in Review

NVWM LLC increased its Invesco (IVZ) stake by 2,873% in Q3 2026, buying an estimated $13.3K and bringing the position to 446 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

NVWM LLC first reported a position in IVZ in Q2 2019 and has held it in 21 quarters since. The position peaked at $92K in Q2 2021. 114 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

NVWM LLC held 446 shares of Invesco worth $13.5K as of Q3 2026.
NVWM LLC bought 431 Invesco shares in Q3 2026, an estimated $13.3K.
Invesco made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #359 holding.
NVWM LLC first reported a position in Invesco in Q2 2019 and has held it in 21 quarters since.
NVWM LLC's Invesco position peaked at $92K in Q2 2021.
114 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.