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 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

WCM

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

WCM

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

YIH

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

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

CAM

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

QCM

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

CNB

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

True Wealth Design's IVZ Position: Q2 2026 in Review

True Wealth Design increased its Invesco (IVZ) stake by 12% in Q2 2026, buying an estimated $9.33K and bringing the position to 3,175 shares worth $83.8K. The position accounts for 0.02% of the portfolio, ranked #309.

True Wealth Design first reported a position in IVZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $90.6K in Q4 2024. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

True Wealth Design held 3,175 shares of Invesco worth $83.8K as of Q2 2026.
True Wealth Design bought 352 Invesco shares in Q2 2026, an estimated $9.33K.
Invesco made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #309 holding.
True Wealth Design first reported a position in Invesco in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Invesco position peaked at $90.6K in Q4 2024.
69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.