Park Avenue Securities’s Invesco IVZ Stock Holding History

Park Avenue Securities’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	$441K	Sell	16,725 -2,620	-14%	-$69.5K	﹤0.01%	1350
2026 Q1	$470K	Buy	19,345 +1,396	+8%	+$36.5K	﹤0.01%	1129
2025 Q4	$472K	Sell	17,949 -1,210	-6%	-$29.6K	﹤0.01%	1114
2025 Q3	$440K	Buy	19,159 +2,467	+15%	+$51.2K	﹤0.01%	1249
2025 Q2	$263K	Buy	+16,692	New	+$240K	﹤0.01%	1328
2022 Q1	–	Sell	-13,671	Closed	-$315K	–	1153
2021 Q4	$315K	Buy	13,671 +1,215	+10%	+$29.6K	0.01%	905
2021 Q3	$300K	Buy	+12,456	New	+$312K	0.01%	850
2020 Q2	–	Sell	-13,493	Closed	-$123K	–	696
2020 Q1	$123K	Buy	13,493 +2,688	+25%	+$40.9K	0.01%	303
2019 Q4	$194K	Buy	+10,805	New	+$184K	0.01%	584
2019 Q3	–	Sell	-13,208	Closed	-$270K	–	534
2019 Q2	$270K	Buy	+13,208	New	+$274K	0.03%	219

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Park Avenue Securities's IVZ Position: Q2 2026 in Review

Park Avenue Securities reduced its Invesco (IVZ) stake by 14% in Q2 2026, selling an estimated $69.5K and leaving 16,725 shares worth $441K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Park Avenue Securities first reported a position in IVZ in Q2 2019 and has held it in 10 quarters since. The position peaked at $472K in Q4 2025. 96 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Park Avenue Securities held 16,725 shares of Invesco worth $441K as of Q2 2026.
Park Avenue Securities sold 2,620 Invesco shares in Q2 2026, an estimated $69.5K.
Invesco made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1350 holding.
Park Avenue Securities first reported a position in Invesco in Q2 2019 and has held it in 10 quarters since.
Park Avenue Securities's Invesco position peaked at $472K in Q4 2025.
96 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.