Spire Wealth Management
IVZ icon

Spire Wealth Management’s Invesco IVZ Stock Holding History

Spire 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
Q3 		$1.96K Buy
65
+4
+7% +$123 ﹤0.01% 1997
2026
Q2 		$1.61K Sell
61
-200
-77% -$5.3K ﹤0.01% 2047
2026
Q1 		$6.34K Sell
261
-20
-7% -$523 ﹤0.01% 1771
2025
Q4 		$7.38K Buy
281
+220
+361% +$5.37K ﹤0.01% 1814
2025
Q3 		$1.4K Buy
61
+5
+9% +$104 ﹤0.01% 2218
2025
Q2 		$883 Sell
56
-811
-94% -$11.6K ﹤0.01% 2303
2025
Q1 		$13.2K Buy
867
+769
+785% +$13.1K ﹤0.01% 1751
2024
Q4 		$1.71K Hold
98
– – ﹤0.01% 2281
2024
Q3 		$1.72K Hold
98
– – ﹤0.01% 2025
2024
Q2 		$1.47K Buy
98
+53
+118% +$815 ﹤0.01% 2063
2024
Q1 		$747 Hold
45
– – ﹤0.01% 2249
2023
Q4 		$769 Sell
45
-188
-81% -$2.71K ﹤0.01% 2307
2023
Q3 		$3.38K Buy
233
+6
+3% +$97 ﹤0.01% 2027
2023
Q2 		$3.82K Buy
227
+7
+3% +$113 ﹤0.01% 2073
2023
Q1 		$3.61K Sell
220
-18
-8% -$321 ﹤0.01% 2113
2022
Q4 		$4K Buy
238
+18
+8% +$308 ﹤0.01% 1896
2022
Q3 		$3K Hold
220
– – ﹤0.01% 1866
2022
Q2 		$4K Buy
+220
New +$4.16K ﹤0.01% 2193
2022
Q1 		– Sell
-724
Closed -$17K – 2702
2021
Q4 		$17K Buy
724
+124
+21% +$3.02K ﹤0.01% 2177
2021
Q3 		$14K Hold
600
– – ﹤0.01% 1986
2021
Q2 		$16K Buy
+600
New +$16.4K ﹤0.01% 1963

Other funds holding IVZ

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Spire Wealth Management's IVZ Position: Q3 2026 in Review

Spire Wealth Management increased its Invesco (IVZ) stake by 6.6% in Q3 2026, buying an estimated $123 and bringing the position to 65 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1997.

Spire Wealth Management first reported a position in IVZ in Q2 2021 and has held it in 21 quarters since. The position peaked at $17K in Q4 2021. 499 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Spire Wealth Management held 65 shares of Invesco worth $1.96K as of Q3 2026.
  • Spire Wealth Management bought 4 Invesco shares in Q3 2026, an estimated $123.
  • Invesco made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1997 holding.
  • Spire Wealth Management first reported a position in Invesco in Q2 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Invesco position peaked at $17K in Q4 2021.
  • 499 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.