SWM
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
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

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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Spire Wealth Management's IVZ Position: Q2 2026 in Review

Spire Wealth Management reduced its Invesco (IVZ) stake by 77% in Q2 2026, selling an estimated $5.3K and leaving 61 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #2047.

Spire Wealth Management first reported a position in IVZ in Q2 2021 and has held it in 20 quarters since. The position peaked at $17K in Q4 2021. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Spire Wealth Management held 61 shares of Invesco worth $1.61K as of Q2 2026.
  • Spire Wealth Management sold 200 Invesco shares in Q2 2026, an estimated $5.3K.
  • Invesco made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2047 holding.
  • Spire Wealth Management first reported a position in Invesco in Q2 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Invesco position peaked at $17K in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.