Quaker Wealth Management
IVZ icon

Quaker Wealth Management’s Invesco IVZ Stock Holding History

Quaker Wealth 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
Q3 		$966 Hold
32
– – ﹤0.01% 577
2026
Q2 		$845 Buy
32
+8
+33% +$212 ﹤0.01% 614
2026
Q1 		$583 Hold
24
– – ﹤0.01% 667
2025
Q4 		$631 Buy
24
+2
+9% +$49 ﹤0.01% 639
2025
Q3 		$505 Hold
22
– – ﹤0.01% 602
2025
Q2 		$347 Buy
+22
New +$316 ﹤0.01% 685

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Poehling Capital Management
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Del-Sette Capital Management
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Exchange Traded Concepts
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Vista Investment Partners
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Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Quaker Wealth Management's IVZ Position: Q3 2026 in Review

Quaker Wealth Management held its Invesco (IVZ) position steady in Q3 2026 at 32 shares worth $966. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Quaker Wealth Management first reported a position in IVZ in Q2 2025 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Quaker Wealth Management held 32 shares of Invesco worth $966 as of Q3 2026.
  • Quaker Wealth Management left its Invesco share count unchanged in Q3 2026.
  • Invesco made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #577 holding.
  • Quaker Wealth Management first reported a position in Invesco in Q2 2025 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.