Retirement Wealth Solutions
IVZ icon

Retirement Wealth Solutions’s Invesco IVZ Stock Holding History

Retirement Wealth Solutions’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 		$3.02K Hold
100
– – ﹤0.01% 505
2026
Q2 		$2.64K Sell
100
-5
-5% -$133 ﹤0.01% 473
2026
Q1 		$2.55K Buy
105
+14
+15% +$366 ﹤0.01% 454
2025
Q4 		$2.39K Buy
91
+11
+14% +$269 ﹤0.01% 426
2025
Q3 		$1.84K Buy
+80
New +$1.66K ﹤0.01% 455

Other funds holding IVZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Retirement Wealth Solutions's IVZ Position: Q3 2026 in Review

Retirement Wealth Solutions held its Invesco (IVZ) position steady in Q3 2026 at 100 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Retirement Wealth Solutions first reported a position in IVZ in Q3 2025 and has held it in 5 quarters since. 413 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Retirement Wealth Solutions held 100 shares of Invesco worth $3.02K as of Q3 2026.
  • Retirement Wealth Solutions left its Invesco share count unchanged in Q3 2026.
  • Invesco made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #505 holding.
  • Retirement Wealth Solutions first reported a position in Invesco in Q3 2025 and has held it in 5 quarters since.
  • 413 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.