Perigon Wealth Management
IVZ icon

Perigon Wealth Management’s Invesco IVZ Stock Holding History

Perigon Wealth 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
Q3 		$493K Buy
16,358
+488
+3% +$15K 0.01% 915
2026
Q2 		$419K Buy
+15,870
New +$421K 0.01% 976
2026
Q1 		– Sell
-9,228
Closed -$242K – 1359
2025
Q4 		$242K Buy
9,228
+297
+3% +$7.25K ﹤0.01% 1130
2025
Q3 		$205K Buy
+8,931
New +$185K ﹤0.01% 1156
2025
Q1 		– Sell
-11,753
Closed -$198K – 1066
2024
Q4 		$198K Buy
11,753
+390
+3% +$6.95K ﹤0.01% 988
2024
Q3 		$200K Buy
11,363
+467
+4% +$7.67K 0.01% 945
2024
Q2 		$163K Sell
10,896
-773
-7% -$11.9K ﹤0.01% 828
2024
Q1 		$194K Buy
11,669
+426
+4% +$6.88K 0.01% 811
2023
Q4 		$201K Sell
11,243
-316
-3% -$4.56K 0.01% 793
2023
Q3 		$168K Sell
11,559
-66
-0.6% -$1.06K 0.01% 742
2023
Q2 		$195K Buy
+11,625
New +$187K 0.01% 735
2021
Q1 		– Sell
-1,183
Closed -$21K – 766
2020
Q4 		$21K Buy
+1,183
New +$18.2K ﹤0.01% 1024
2018
Q2 		– Sell
-9
Closed – – 429
2018
Q1 		$0 Buy
+9
New +$310 ﹤0.01% 657

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
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
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Perigon Wealth Management's IVZ Position: Q3 2026 in Review

Perigon Wealth Management increased its Invesco (IVZ) stake by 3.1% in Q3 2026, buying an estimated $15K and bringing the position to 16,358 shares worth $493K. The position accounts for 0.01% of the portfolio, ranked #915.

Perigon Wealth Management first reported a position in IVZ in Q1 2018 and has held it in 13 quarters since. 143 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Perigon Wealth Management held 16,358 shares of Invesco worth $493K as of Q3 2026.
  • Perigon Wealth Management bought 488 Invesco shares in Q3 2026, an estimated $15K.
  • Invesco made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #915 holding.
  • Perigon Wealth Management first reported a position in Invesco in Q1 2018 and has held it in 13 quarters since.
  • 143 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.