Prevail Innovative Wealth Advisors’s Invesco IVZ Stock Holding History

Prevail Innovative 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	$2.55M	Buy	+96,506	New	+$2.56M	0.38%	95

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

Prevail Innovative Wealth Advisors's IVZ Position: Q2 2026 in Review

Prevail Innovative Wealth Advisors opened a new position in Invesco (IVZ) in Q2 2026: 96,506 shares worth $2.55M. The stake represents 0.38% of the portfolio and ranks #95 among its holdings.

668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Prevail Innovative Wealth Advisors held 96,506 shares of Invesco worth $2.55M as of Q2 2026.
Invesco was a new Prevail Innovative Wealth Advisors position in Q2 2026.
Invesco made up 0.38% of Prevail Innovative Wealth Advisors's portfolio in Q2 2026, its #95 holding.
668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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