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Physician Wealth Advisors’s Invesco IVZ Stock Holding History

Physician Wealth Advisors’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 		$3.25K Buy
123
+33
+37% +$875 ﹤0.01% 1296
2026
Q1 		$2.19K Hold
90
– – ﹤0.01% 1315
2025
Q4 		$2.37K Buy
90
+38
+73% +$928 ﹤0.01% 1218
2025
Q3 		$1.19K Buy
+52
New +$1.08K ﹤0.01% 1471

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

Physician Wealth Advisors's IVZ Position: Q2 2026 in Review

Physician Wealth Advisors increased its Invesco (IVZ) stake by 37% in Q2 2026, buying an estimated $875 and bringing the position to 123 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Physician Wealth Advisors first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Physician Wealth Advisors held 123 shares of Invesco worth $3.25K as of Q2 2026.
  • Physician Wealth Advisors bought 33 Invesco shares in Q2 2026, an estimated $875.
  • Invesco made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1296 holding.
  • Physician Wealth Advisors first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.