TCA
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Trifecta Capital Advisors’s Invesco IVZ Stock Holding History

Trifecta Capital Advisors’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-97
Closed -$1.47K – 491
2025
Q1 		$1.47K Hold
97
– – ﹤0.01% 340
2024
Q4 		$1.7K Hold
97
– – ﹤0.01% 321
2024
Q3 		$1.7K Hold
97
– – ﹤0.01% 330
2024
Q2 		$1.45K Buy
+97
New +$1.45K ﹤0.01% 346