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Patton Fund Management’s Invesco IVZ Stock Holding History

Patton Fund Management’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
-9,891
Closed -$240K – 289
2026
Q1 		$240K Buy
9,891
+844
+9% +$22.1K 0.04% 330
2025
Q4 		$238K Sell
9,047
-6,068
-40% -$148K 0.03% 159
2025
Q3 		$347K Buy
+15,115
New +$314K 0.06% 75
2024
Q2 		– Sell
-10,345
Closed -$172K – 112
2024
Q1 		$172K Buy
+10,345
New +$167K 0.03% 108
2023
Q1 		– Sell
-10,006
Closed -$180K – 160
2022
Q4 		$180K Buy
+10,006
New +$171K 0.05% 218

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
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

Patton Fund Management's IVZ Position: Q2 2026 in Review

Patton Fund Management sold out of Invesco (IVZ) in Q2 2026, closing a stake of 9,891 shares — an estimated $240K sold.

Patton Fund Management first reported a position in IVZ in Q4 2022 and held it in 5 quarters. The position peaked at $347K in Q3 2025. 89 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Patton Fund Management reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 9,891 Invesco shares in Q2 2026, an estimated $240K.
  • Patton Fund Management first reported a position in Invesco in Q4 2022 and held it in 5 quarters.
  • Patton Fund Management's Invesco position peaked at $347K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.