Princeton Global Asset Management’s Invesco IVZ Stock Holding History

Princeton Global Asset 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 Q2	$6.81K	Hold	258	–	–	﹤0.01%	631
2026 Q1	$6.27K	Hold	258	–	–	﹤0.01%	658
2025 Q4	$6.78K	Hold	258	–	–	﹤0.01%	639
2025 Q3	$5.92K	Hold	258	–	–	﹤0.01%	607
2025 Q2	$4.07K	Buy	+258	New	+$3.71K	﹤0.01%	635
2019 Q2	–	Sell	-90	Closed	-$1K	–	399
2019 Q1	$1K	Buy	+90	New	+$1.68K	﹤0.01%	343

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Princeton Global Asset Management's IVZ Position: Q2 2026 in Review

Princeton Global Asset Management held its Invesco (IVZ) position steady in Q2 2026 at 258 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Princeton Global Asset Management first reported a position in IVZ in Q1 2019 and has held it in 6 quarters since. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Princeton Global Asset Management held 258 shares of Invesco worth $6.81K as of Q2 2026.
Princeton Global Asset Management left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #631 holding.
Princeton Global Asset Management first reported a position in Invesco in Q1 2019 and has held it in 6 quarters since.
88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.