Portus Wealth Advisors’s Invesco IVZ Stock Holding History

Portus 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	–	Sell	-20	Closed	-$486	–	288
2026 Q1	$486	Buy	+20	New	+$523	﹤0.01%	475

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Portus Wealth Advisors sold out of Invesco (IVZ) in Q2 2026, closing a stake of 20 shares — an estimated $486 sold.

Portus Wealth Advisors first reported a position in IVZ in Q1 2026 and held it in 1 quarter. The position peaked at $486 in Q1 2026. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Portus Wealth Advisors reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 20 Invesco shares in Q2 2026, an estimated $486.
Portus Wealth Advisors first reported a position in Invesco in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's Invesco position peaked at $486 in Q1 2026.
668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.