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Salem Investment Counselors’s Invesco IVZ Stock Holding History

Salem Investment Counselors’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 		$25.4K Buy
964
+214
+29% +$5.67K ﹤0.01% 728
2026
Q1 		$18.2K Buy
+750
New +$19.6K ﹤0.01% 774
2025
Q4 		– Sell
-750
Closed -$17.2K – 772
2025
Q3 		$17.2K Hold
750
– – ﹤0.01% 778
2025
Q2 		$11.8K Hold
750
– – ﹤0.01% 826
2025
Q1 		$11.4K Hold
750
– – ﹤0.01% 820
2024
Q4 		$13.1K Hold
750
– – ﹤0.01% 795
2024
Q3 		$13.2K Hold
750
– – ﹤0.01% 808
2024
Q2 		$11.2K Hold
750
– – ﹤0.01% 822
2024
Q1 		$12.4K Hold
750
– – ﹤0.01% 792
2023
Q4 		$13.4K Hold
750
– – ﹤0.01% 758
2023
Q3 		$10.9K Hold
750
– – ﹤0.01% 782
2023
Q2 		$12.6K Hold
750
– – ﹤0.01% 785
2023
Q1 		$12.3K Hold
750
– – ﹤0.01% 777
2022
Q4 		$13.5K Hold
750
– – ﹤0.01% 732
2022
Q3 		$10K Hold
750
– – ﹤0.01% 758
2022
Q2 		$12K Hold
750
– – ﹤0.01% 753
2022
Q1 		$17K Hold
750
– – ﹤0.01% 667
2021
Q4 		$17K Buy
+750
New +$18.3K ﹤0.01% 735

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
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Salem Investment Counselors's IVZ Position: Q2 2026 in Review

Salem Investment Counselors increased its Invesco (IVZ) stake by 29% in Q2 2026, buying an estimated $5.67K and bringing the position to 964 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Salem Investment Counselors first reported a position in IVZ in Q4 2021 and has held it in 18 quarters since. 210 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Salem Investment Counselors held 964 shares of Invesco worth $25.4K as of Q2 2026.
  • Salem Investment Counselors bought 214 Invesco shares in Q2 2026, an estimated $5.67K.
  • Invesco made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #728 holding.
  • Salem Investment Counselors first reported a position in Invesco in Q4 2021 and has held it in 18 quarters since.
  • 210 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.