Steward Partners Investment Advisory’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 | $405K | Buy |
15,364
+14,622
| +1,971% | +$388K | ﹤0.01% | 1824 |
|
|
2026
Q1 | $18K | Buy |
742
+240
| +48% | +$6.28K | ﹤0.01% | 3282 |
|
|
2025
Q4 | $13.2K | Sell |
502
-133
| -21% | -$3.25K | ﹤0.01% | 3323 |
|
|
2025
Q3 | $14.6K | Buy |
635
+115
| +22% | +$2.39K | ﹤0.01% | 3234 |
|
|
2025
Q2 | $8.2K | Sell |
520
-43
| -8% | -$618 | ﹤0.01% | 3298 |
|
|
2025
Q1 | $8.54K | Sell |
563
-4
| -0.7% | -$68 | ﹤0.01% | 3161 |
|
|
2024
Q4 | $9.91K | Sell |
567
-43
| -7% | -$766 | ﹤0.01% | 3101 |
|
|
2024
Q3 | $10.7K | Sell |
610
-82
| -12% | -$1.35K | ﹤0.01% | 2922 |
|
|
2024
Q2 | $10.4K | Sell |
692
-380
| -35% | -$5.84K | ﹤0.01% | 2809 |
|
|
2024
Q1 | $17.8K | Hold |
1,072
| – | – | ﹤0.01% | 2564 |
|
|
2023
Q4 | $19.1K | Sell |
1,072
-571
| -35% | -$8.24K | ﹤0.01% | 2429 |
|
|
2023
Q3 | $23.9K | Buy |
1,643
+1,118
| +213% | +$18K | ﹤0.01% | 2225 |
|
|
2023
Q2 | $8.82K | Sell |
525
-300
| -36% | -$4.83K | ﹤0.01% | 2613 |
|
|
2023
Q1 | $13.5K | Hold |
825
| – | – | ﹤0.01% | 2427 |
|
|
2022
Q4 | $14.8K | Hold |
825
| – | – | ﹤0.01% | 2387 |
|
|
2022
Q3 | $11K | Hold |
825
| – | – | ﹤0.01% | 2490 |
|
|
2022
Q2 | $13K | Hold |
825
| – | – | ﹤0.01% | 2416 |
|
|
2022
Q1 | $19K | Hold |
825
| – | – | ﹤0.01% | 2392 |
|
|
2021
Q4 | $19K | Hold |
825
| – | – | ﹤0.01% | 2344 |
|
|
2021
Q3 | $20K | Hold |
825
| – | – | ﹤0.01% | 2324 |
|
|
2021
Q2 | $22K | Hold |
825
| – | – | ﹤0.01% | 4965 |
|
|
2021
Q1 | $20.8K | Buy |
825
+75
| +10% | +$1.68K | ﹤0.01% | 2459 |
|
|
2020
Q4 | $13K | Sell |
750
-600
| -44% | -$9.23K | ﹤0.01% | 2211 |
|
|
2020
Q3 | $15K | Sell |
1,350
-1,015
| -43% | -$10.8K | ﹤0.01% | 1981 |
|
|
2020
Q2 | $25K | Sell |
2,365
-109
| -4% | -$978 | ﹤0.01% | 1694 |
|
|
2020
Q1 | $22K | Sell |
2,474
-494
| -17% | -$7.51K | ﹤0.01% | 1576 |
|
|
2019
Q4 | $53K | Buy |
2,968
+53
| +2% | +$904 | ﹤0.01% | 1368 |
|
|
2019
Q3 | $49K | Sell |
2,915
-82
| -3% | -$1.45K | ﹤0.01% | 1361 |
|
|
2019
Q2 | $61K | Buy |
+2,997
| New | +$62.2K | ﹤0.01% | 1263 |
|
|
2018
Q4 | – | Sell |
-1,872
| Closed | -$43K | – | 1458 |
|
|
2018
Q3 | $43K | Buy |
1,872
+335
| +22% | +$8.37K | ﹤0.01% | 1260 |
|
|
2018
Q2 | $41K | Sell |
1,537
-25
| -2% | -$719 | ﹤0.01% | 1175 |
|
|
2018
Q1 | $50K | Buy |
+1,562
| New | +$53.9K | ﹤0.01% | 1008 |
|
Other funds holding IVZ
Steward Partners Investment Advisory's IVZ Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Invesco (IVZ) stake by 1,971% in Q2 2026, buying an estimated $388K and bringing the position to 15,364 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.
Steward Partners Investment Advisory first reported a position in IVZ in Q1 2018 and has held it in 32 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.
- Steward Partners Investment Advisory held 15,364 shares of Invesco worth $405K as of Q2 2026.
- Steward Partners Investment Advisory bought 14,622 Invesco shares in Q2 2026, an estimated $388K.
- Invesco made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1824 holding.
- Steward Partners Investment Advisory first reported a position in Invesco in Q1 2018 and has held it in 32 quarters since.
- 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.