Private Wealth Management Group’s Invesco IVZ Stock Holding History

Private 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 Q1	$802	Hold	33	–	–	﹤0.01%	1293
2025 Q4	$867	Sell	33 -13	-28%	-$318	﹤0.01%	1299
2025 Q3	$1.06K	Hold	46	–	–	﹤0.01%	1272
2025 Q2	$726	Sell	46 -299	-87%	-$4.29K	﹤0.01%	1345
2025 Q1	$5.23K	Sell	345 -88	-20%	-$1.5K	﹤0.01%	711
2024 Q4	$7.57K	Hold	433	–	–	﹤0.01%	581
2024 Q3	$7.6K	Buy	433 +6	+1%	+$99	﹤0.01%	556
2024 Q2	$6.39K	Buy	427 +183	+75%	+$2.81K	﹤0.01%	610
2024 Q1	$4.05K	Hold	244	–	–	﹤0.01%	691
2023 Q4	$4.35K	Buy	+244	New	+$3.52K	﹤0.01%	681

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Private Wealth Management Group's IVZ Position: Q1 2026 in Review

Private Wealth Management Group held its Invesco (IVZ) position steady in Q1 2026 at 33 shares worth $802. The position accounts for ﹤0.01% of the portfolio, ranked #1293.

Private Wealth Management Group first reported a position in IVZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.6K in Q3 2024. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Private Wealth Management Group held 33 shares of Invesco worth $802 as of Q1 2026.
Private Wealth Management Group left its Invesco share count unchanged in Q1 2026.
Invesco made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #1293 holding.
Private Wealth Management Group first reported a position in Invesco in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Invesco position peaked at $7.6K in Q3 2024.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.