TWD
IVZ icon

True Wealth Design’s Invesco IVZ Stock Holding History

True Wealth Design’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
Q3 		$122K Buy
4,060
+885
+28% +$27.2K 0.03% 225
2026
Q2 		$83.8K Buy
3,175
+352
+12% +$9.33K 0.02% 309
2026
Q1 		$68.6K Buy
2,823
+543
+24% +$14.2K 0.02% 312
2025
Q4 		$59.9K Buy
2,280
+210
+10% +$5.13K 0.02% 292
2025
Q3 		$47.5K Buy
2,070
+1,627
+367% +$33.8K 0.01% 325
2025
Q2 		$6.99K Sell
443
-1,751
-80% -$25.1K ﹤0.01% 695
2025
Q1 		$33.3K Sell
2,194
-2,989
-58% -$51K 0.01% 260
2024
Q4 		$90.6K Buy
5,183
+801
+18% +$14.3K 0.04% 79
2024
Q3 		$76.9K Buy
+4,382
New +$72K 0.03% 78

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
HAM
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

True Wealth Design's IVZ Position: Q3 2026 in Review

True Wealth Design increased its Invesco (IVZ) stake by 28% in Q3 2026, buying an estimated $27.2K and bringing the position to 4,060 shares worth $122K. The position accounts for 0.03% of the portfolio, ranked #225.

True Wealth Design first reported a position in IVZ in Q3 2024 and has held it in 9 quarters since. 106 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • True Wealth Design held 4,060 shares of Invesco worth $122K as of Q3 2026.
  • True Wealth Design bought 885 Invesco shares in Q3 2026, an estimated $27.2K.
  • Invesco made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #225 holding.
  • True Wealth Design first reported a position in Invesco in Q3 2024 and has held it in 9 quarters since.
  • 106 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.