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
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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rialto Wealth Management's IVZ Position: Q1 2026 in Review

Rialto Wealth Management increased its Invesco (IVZ) stake by 23% in Q1 2026, buying an estimated $759 and bringing the position to 154 shares worth $3.74K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Rialto Wealth Management first reported a position in IVZ in Q2 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Rialto Wealth Management held 154 shares of Invesco worth $3.74K as of Q1 2026.
  • Rialto Wealth Management bought 29 Invesco shares in Q1 2026, an estimated $759.
  • Invesco made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #653 holding.
  • Rialto Wealth Management first reported a position in Invesco in Q2 2025 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.