Prestige Wealth Management Group’s Invesco IVZ Stock Holding History

Prestige Wealth Management Group’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	$3.12K	Hold	118	–	–	﹤0.01%	683
2026 Q1	$2.87K	Hold	118	–	–	﹤0.01%	671
2025 Q4	$3.1K	Hold	118	–	–	﹤0.01%	676
2025 Q3	$2.71K	Hold	118	–	–	﹤0.01%	673
2025 Q2	$1.86K	Hold	118	–	–	﹤0.01%	749
2025 Q1	$1.79K	Hold	118	–	–	﹤0.01%	763
2024 Q4	$2.06K	Hold	118	–	–	﹤0.01%	777
2024 Q3	$2.07K	Hold	118	–	–	﹤0.01%	760
2024 Q2	$1.77K	Hold	118	–	–	﹤0.01%	745
2024 Q1	$1.96K	Hold	118	–	–	﹤0.01%	748
2023 Q4	$2.11K	Hold	118	–	–	﹤0.01%	729
2023 Q3	$1.71K	Hold	118	–	–	﹤0.01%	765
2023 Q2	$1.98K	Hold	118	–	–	﹤0.01%	762
2023 Q1	$1.94K	Buy	+118	New	+$2.11K	﹤0.01%	750
2022 Q3	–	Sell	-77	Closed	-$1K	–	1015
2022 Q2	$1K	Buy	77 +56	+267%	+$1.06K	﹤0.01%	872
2022 Q1	$0	Buy	21 +1	+5%	+$22	﹤0.01%	1013
2021 Q4	$0	Hold	20	–	–	﹤0.01%	1024
2021 Q3	$0	Hold	20	–	–	﹤0.01%	1014
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	888
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	882
2020 Q4	$0	Buy	+20	New	+$308	﹤0.01%	988
2019 Q1	–	Sell	-32	Closed	-$1K	–	818
2018 Q4	$1K	Buy	+32	New	+$640	﹤0.01%	1043

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

Prestige Wealth Management Group's IVZ Position: Q2 2026 in Review

Prestige Wealth Management Group held its Invesco (IVZ) position steady in Q2 2026 at 118 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Prestige Wealth Management Group first reported a position in IVZ in Q4 2018 and has held it in 22 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Prestige Wealth Management Group held 118 shares of Invesco worth $3.12K as of Q2 2026.
Prestige Wealth Management Group left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #683 holding.
Prestige Wealth Management Group first reported a position in Invesco in Q4 2018 and has held it in 22 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.