Summit Securities Group
IVZ icon

Summit Securities Group’s Invesco IVZ Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-800
Closed -$18K – 1213
2021
Q4 		$18K Buy
+800
New +$19.5K ﹤0.01% 764

Other funds holding IVZ

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Letko, Brosseau & Associates
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Summit Securities Group's IVZ Position: Q3 2026 in Review

Summit Securities Group sold out of Invesco (IVZ) in Q3 2026, closing a stake of 103 shares — an estimated $2.72K sold.

Summit Securities Group first reported a position in IVZ in Q1 2014 and held it in 19 quarters. The position peaked at $1.94M in Q2 2021. 334 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Summit Securities Group reported no remaining Invesco position as of Q3 2026 after selling out during the quarter.
  • Summit Securities Group sold 103 Invesco shares in Q3 2026, an estimated $2.72K.
  • Summit Securities Group first reported a position in Invesco in Q1 2014 and held it in 19 quarters.
  • Summit Securities Group's Invesco position peaked at $1.94M in Q2 2021.
  • 334 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.