Sunrise Financial Services’s Invesco Real Assets ESG ETF IVRA Stock Holding History

Sunrise Financial Services’s Portfolio IVRA Stock Details IVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-193,638	Closed	-$3.11M	–	628
2025 Q4	$3.11M	Buy	+193,638	New	+$3.18M	2.35%	14

Sunrise Financial Services's IVRA Position: Q1 2026 in Review

Sunrise Financial Services sold out of Invesco Real Assets ESG ETF (IVRA) in Q1 2026, closing a stake of 193,638 shares — an estimated $3.11M sold.

Sunrise Financial Services first reported a position in IVRA in Q4 2025 and held it in 1 quarter. The position peaked at $3.11M in Q4 2025. 0 funds tracked by Wall St. Rank hold IVRA as of Q1 2026.

Sunrise Financial Services reported no remaining Invesco Real Assets ESG ETF position as of Q1 2026 after selling out during the quarter.
Sunrise Financial Services sold 193,638 Invesco Real Assets ESG ETF shares in Q1 2026, an estimated $3.11M.
Sunrise Financial Services first reported a position in Invesco Real Assets ESG ETF in Q4 2025 and held it in 1 quarter.
Sunrise Financial Services's Invesco Real Assets ESG ETF position peaked at $3.11M in Q4 2025.
0 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q1 2026.

Based on Sunrise Financial Services's 13F filing for Q1 2026, filed 29 Apr 2026.