SOA Wealth Advisors’s Invesco IVZ Stock Holding History

SOA Wealth Advisors’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	$179	Hold	7	–	–	﹤0.01%	815
2025 Q4	$192	Hold	7	–	–	﹤0.01%	812
2025 Q3	$166	Hold	7	–	–	﹤0.01%	843
2025 Q2	$113	Hold	7	–	–	﹤0.01%	833
2025 Q1	$107	Hold	7	–	–	﹤0.01%	847
2024 Q4	$122	Hold	7	–	–	﹤0.01%	836
2024 Q3	$121	Hold	7	–	–	﹤0.01%	802
2024 Q2	$102	Hold	7	–	–	﹤0.01%	819
2024 Q1	$112	Hold	7	–	–	﹤0.01%	868
2023 Q4	$119	Hold	7	–	–	﹤0.01%	867
2023 Q3	$95	Buy	7 +1	+17%	+$16	﹤0.01%	905
2023 Q2	$109	Hold	6	–	–	﹤0.01%	904
2023 Q1	$105	Hold	6	–	–	﹤0.01%	934
2022 Q4	$114	Hold	6	–	–	﹤0.01%	935
2022 Q3	$0	Hold	6	–	–	﹤0.01%	899
2022 Q2	$0	Hold	6	–	–	﹤0.01%	914
2022 Q1	$0	Hold	6	–	–	﹤0.01%	950
2021 Q4	$0	Hold	6	–	–	﹤0.01%	925
2021 Q3	$0	Buy	6 +1	+20%	+$25	﹤0.01%	938
2021 Q2	$0	Hold	5	–	–	﹤0.01%	916
2021 Q1	$0	Hold	5	–	–	﹤0.01%	867
2020 Q4	$0	Buy	+5	New	+$77	﹤0.01%	838

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SOA Wealth Advisors's IVZ Position: Q1 2026 in Review

SOA Wealth Advisors held its Invesco (IVZ) position steady in Q1 2026 at 7 shares worth $179. The position accounts for ﹤0.01% of the portfolio, ranked #815.

SOA Wealth Advisors first reported a position in IVZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $192 in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

SOA Wealth Advisors held 7 shares of Invesco worth $179 as of Q1 2026.
SOA Wealth Advisors left its Invesco share count unchanged in Q1 2026.
Invesco made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #815 holding.
SOA Wealth Advisors first reported a position in Invesco in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Invesco position peaked at $192 in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.