Sound Income Strategies’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-5,983
| Closed | -$146K | – | 1433 |
|
|
2026
Q1 | $146K | Buy |
5,983
+5,949
| +17,497% | +$156K | 0.01% | 501 |
|
|
2025
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 2291 |
|
|
2025
Q3 | $813 | Hold |
34
| – | – | ﹤0.01% | 1476 |
|
|
2025
Q2 | $536 | Sell |
34
-154
| -82% | -$2.21K | ﹤0.01% | 1450 |
|
|
2025
Q1 | $2.85K | Buy |
188
+143
| +318% | +$2.44K | ﹤0.01% | 1175 |
|
|
2024
Q4 | $787 | Hold |
45
| – | – | ﹤0.01% | 1307 |
|
|
2024
Q3 | $790 | Hold |
45
| – | – | ﹤0.01% | 1273 |
|
|
2024
Q2 | $673 | Sell |
45
-99
| -69% | -$1.52K | ﹤0.01% | 1246 |
|
|
2024
Q1 | $2.39K | Hold |
144
| – | – | ﹤0.01% | 1028 |
|
|
2023
Q4 | $2.57K | Buy |
144
+99
| +220% | +$1.43K | ﹤0.01% | 1016 |
|
|
2023
Q3 | $653 | Hold |
45
| – | – | ﹤0.01% | 1040 |
|
|
2023
Q2 | $756 | Hold |
45
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q1 | $738 | Sell |
45
-60
| -57% | -$1.07K | ﹤0.01% | 956 |
|
|
2022
Q4 | $1.89K | Sell |
105
-400
| -79% | -$6.84K | ﹤0.01% | 776 |
|
|
2022
Q3 | $7K | Buy |
505
+11
| +2% | +$185 | ﹤0.01% | 528 |
|
|
2022
Q2 | $8K | Hold |
494
| – | – | ﹤0.01% | 509 |
|
|
2022
Q1 | $11K | Hold |
494
| – | – | ﹤0.01% | 452 |
|
|
2021
Q4 | $11K | Hold |
494
| – | – | ﹤0.01% | 465 |
|
|
2021
Q3 | $12K | Sell |
494
-38
| -7% | -$950 | ﹤0.01% | 426 |
|
|
2021
Q2 | $14K | Sell |
532
-596
| -53% | -$16.2K | ﹤0.01% | 414 |
|
|
2021
Q1 | $28.5K | Sell |
1,128
-6
| -0.5% | -$135 | ﹤0.01% | 306 |
|
|
2020
Q4 | $20K | Buy |
1,134
+3
| +0.3% | +$46 | ﹤0.01% | 317 |
|
|
2020
Q3 | $13K | Buy |
1,131
+4
| +0.4% | +$42 | ﹤0.01% | 360 |
|
|
2020
Q2 | $12K | Buy |
1,127
+326
| +41% | +$2.92K | ﹤0.01% | 357 |
|
|
2020
Q1 | $7K | Buy |
801
+6
| +0.8% | +$91 | ﹤0.01% | 397 |
|
|
2019
Q4 | $14K | Buy |
795
+6
| +0.8% | +$102 | ﹤0.01% | 282 |
|
|
2019
Q3 | $13K | Buy |
789
+6
| +0.8% | +$106 | ﹤0.01% | 271 |
|
|
2019
Q2 | $16K | Buy |
783
+253
| +48% | +$5.25K | 0.01% | 257 |
|
|
2019
Q1 | $10K | Hold |
530
| – | – | ﹤0.01% | 340 |
|
|
2018
Q4 | $9K | Hold |
530
| – | – | ﹤0.01% | 350 |
|
|
2018
Q3 | $12K | Hold |
530
| – | – | 0.01% | 316 |
|
|
2018
Q2 | $14K | Sell |
530
-52
| -9% | -$1.5K | 0.01% | 260 |
|
|
2018
Q1 | $19K | Buy |
582
+99
| +20% | +$3.41K | 0.01% | 201 |
|
|
2017
Q4 | $16K | Buy |
+483
| New | +$17.5K | 0.01% | 162 |
|
Other funds holding IVZ
MMLI
N
SA
Sound Income Strategies's IVZ Position: Q2 2026 in Review
Sound Income Strategies sold out of Invesco (IVZ) in Q2 2026, closing a stake of 5,983 shares — an estimated $146K sold.
Sound Income Strategies first reported a position in IVZ in Q4 2017 and held it in 34 quarters. The position peaked at $146K in Q1 2026. 391 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.
- Sound Income Strategies reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
- Sound Income Strategies sold 5,983 Invesco shares in Q2 2026, an estimated $146K.
- Sound Income Strategies first reported a position in Invesco in Q4 2017 and held it in 34 quarters.
- Sound Income Strategies's Invesco position peaked at $146K in Q1 2026.
- 391 funds tracked by Wall St. Rank held Invesco as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.