PFS
IVZ icon

Prospera Financial Services’s Invesco IVZ Stock Holding History

Prospera Financial Services’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 		$369K Sell
13,980
-185
-1% -$4.9K 0.01% 1166
2026
Q1 		$344K Sell
14,165
-746
-5% -$19.5K 0.01% 1155
2025
Q4 		$392K Sell
14,911
-2,121
-12% -$51.8K 0.01% 1024
2025
Q3 		$391K Buy
17,032
+1,022
+6% +$21.2K 0.01% 1044
2025
Q2 		$253K Buy
+16,010
New +$230K ﹤0.01% 1173
2022
Q3 		– Sell
-3,892
Closed -$63K – 1223
2022
Q2 		$63K Sell
3,892
-818
-17% -$15.5K ﹤0.01% 987
2022
Q1 		$109K Buy
+4,710
New +$104K ﹤0.01% 1085
2020
Q4 		– Sell
-86
Closed -$1K – 1112
2020
Q3 		$1K Buy
+86
New +$911 ﹤0.01% 1544
2020
Q2 		– Sell
-27,475
Closed -$249K – 589
2020
Q1 		$249K Buy
27,475
+5,065
+23% +$77K 0.03% 433
2019
Q4 		$403K Buy
22,410
+4,489
+25% +$76.6K 0.03% 419
2019
Q3 		$304K Buy
17,921
+3,429
+24% +$60.5K 0.03% 429
2019
Q2 		$304K Buy
14,492
+562
+4% +$11.7K 0.03% 396
2019
Q1 		$286K Buy
+13,930
New +$260K 0.09% 250
2018
Q4 		– Sell
-9,024
Closed -$210K – 423
2018
Q3 		$210K Sell
9,024
-4,661
-34% -$116K 0.04% 386
2018
Q2 		$363K Sell
13,685
-147
-1% -$4.23K 0.05% 301
2018
Q1 		$439K Sell
13,832
-965
-7% -$33.3K 0.06% 260
2017
Q4 		$545K Sell
14,797
-335
-2% -$12.1K 0.08% 200
2017
Q3 		$539K Buy
15,132
+914
+6% +$31.2K 0.08% 222
2017
Q2 		$500K Buy
+14,218
New +$463K 0.08% 219

Other funds holding IVZ

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

Prospera Financial Services's IVZ Position: Q2 2026 in Review

Prospera Financial Services reduced its Invesco (IVZ) stake by 1.3% in Q2 2026, selling an estimated $4.9K and leaving 13,980 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1166.

Prospera Financial Services first reported a position in IVZ in Q2 2017 and has held it in 19 quarters since. The position peaked at $545K in Q4 2017. 90 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Prospera Financial Services held 13,980 shares of Invesco worth $369K as of Q2 2026.
  • Prospera Financial Services sold 185 Invesco shares in Q2 2026, an estimated $4.9K.
  • Invesco made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1166 holding.
  • Prospera Financial Services first reported a position in Invesco in Q2 2017 and has held it in 19 quarters since.
  • Prospera Financial Services's Invesco position peaked at $545K in Q4 2017.
  • 90 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.