Thurston Springer Miller Herd & Titak’s Invesco IVZ Stock Holding History

Thurston Springer Miller Herd & Titak’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	–	Sell	-257	Closed	-$6.24K	–	1247
2026 Q1	$6.24K	Buy	+257	New	+$6.72K	﹤0.01%	1017
2025 Q3	–	Sell	-238	Closed	-$3.77K	–	967
2025 Q2	$3.77K	Buy	238 +3	+1%	+$43	﹤0.01%	1335
2025 Q1	$3.57K	Buy	235 +3	+1%	+$51	﹤0.01%	1354
2024 Q4	$4.07K	Buy	232 +2	+0.9%	+$36	﹤0.01%	1052
2024 Q3	$4.04K	Buy	230 +3	+1%	+$49	﹤0.01%	1234
2024 Q2	$3.4K	Buy	+227	New	+$3.49K	﹤0.01%	1238

Other funds holding IVZ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return