RWM
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Rialto Wealth Management’s Invesco IVZ Stock Holding History

Rialto 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
Q2 		$6.81K Buy
258
+104
+68% +$2.76K ﹤0.01% 647
2026
Q1 		$3.74K Buy
154
+29
+23% +$759 ﹤0.01% 653
2025
Q4 		$3.28K Buy
125
+10
+9% +$244 ﹤0.01% 588
2025
Q3 		$2.64K Buy
115
+10
+10% +$208 ﹤0.01% 594
2025
Q2 		$1.66K Buy
+105
New +$1.51K ﹤0.01% 664

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rialto Wealth Management's IVZ Position: Q2 2026 in Review

Rialto Wealth Management increased its Invesco (IVZ) stake by 68% in Q2 2026, buying an estimated $2.76K and bringing the position to 258 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Rialto Wealth Management first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Rialto Wealth Management held 258 shares of Invesco worth $6.81K as of Q2 2026.
  • Rialto Wealth Management bought 104 Invesco shares in Q2 2026, an estimated $2.76K.
  • Invesco made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #647 holding.
  • Rialto Wealth Management first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.