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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
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

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

Retirement Wealth Solutions's IVZ Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Invesco (IVZ) stake by 4.8% in Q2 2026, selling an estimated $133 and leaving 100 shares worth $2.64K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Retirement Wealth Solutions first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Retirement Wealth Solutions held 100 shares of Invesco worth $2.64K as of Q2 2026.
  • Retirement Wealth Solutions sold 5 Invesco shares in Q2 2026, an estimated $133.
  • Invesco made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #473 holding.
  • Retirement Wealth Solutions first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.