Parcion Private Wealth
IVZ icon

Parcion Private Wealth’s Invesco IVZ Stock Holding History

Parcion Private Wealth’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 		$506K Buy
16,791
+6,743
+67% +$208K 0.03% 301
2026
Q2 		$265K Buy
10,048
+1,361
+16% +$36.1K 0.01% 415
2026
Q1 		$211K Buy
8,687
+803
+10% +$21K 0.01% 407
2025
Q4 		$207K Buy
+7,884
New +$193K 0.01% 402

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Parcion Private Wealth's IVZ Position: Q3 2026 in Review

Parcion Private Wealth increased its Invesco (IVZ) stake by 67% in Q3 2026, buying an estimated $208K and bringing the position to 16,791 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #301.

Parcion Private Wealth first reported a position in IVZ in Q4 2025 and has held it in 4 quarters since. 225 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Parcion Private Wealth held 16,791 shares of Invesco worth $506K as of Q3 2026.
  • Parcion Private Wealth bought 6,743 Invesco shares in Q3 2026, an estimated $208K.
  • Invesco made up 0.03% of Parcion Private Wealth's portfolio in Q3 2026, its #301 holding.
  • Parcion Private Wealth first reported a position in Invesco in Q4 2025 and has held it in 4 quarters since.
  • 225 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.