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Twin Peaks Wealth Advisors’s Invesco IVZ Stock Holding History

Twin Peaks Wealth Advisors’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
-447
Closed -$10.9K – 1215
2026
Q1 		$10.9K Buy
+447
New +$11.7K ﹤0.01% 1020
2025
Q3 		– Sell
-336
Closed -$7.07K – 1151
2025
Q2 		$7.07K Buy
+336
New +$4.83K ﹤0.01% 1114

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Twin Peaks Wealth Advisors's IVZ Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Invesco (IVZ) in Q2 2026, closing a stake of 447 shares — an estimated $10.9K sold.

Twin Peaks Wealth Advisors first reported a position in IVZ in Q2 2025 and held it in 2 quarters. The position peaked at $10.9K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 447 Invesco shares in Q2 2026, an estimated $10.9K.
  • Twin Peaks Wealth Advisors first reported a position in Invesco in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Invesco position peaked at $10.9K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.