U.S. Capital Wealth Advisors’s Invesco IVZ Stock Holding History

U.S. Capital 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 Q1	$529K	Buy	21,785 +10,404	+91%	+$272K	0.01%	662
2025 Q4	$299K	Buy	+11,381	New	+$278K	0.01%	807
2023 Q1	–	Sell	-7,346	Closed	-$132K	–	1080
2022 Q4	$132K	Buy	+7,346	New	+$126K	0.01%	688

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

U.S. Capital Wealth Advisors's IVZ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Invesco (IVZ) stake by 91% in Q1 2026, buying an estimated $272K and bringing the position to 21,785 shares worth $529K. The position accounts for 0.01% of the portfolio, ranked #662.

U.S. Capital Wealth Advisors first reported a position in IVZ in Q4 2022 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

U.S. Capital Wealth Advisors held 21,785 shares of Invesco worth $529K as of Q1 2026.
U.S. Capital Wealth Advisors bought 10,404 Invesco shares in Q1 2026, an estimated $272K.
Invesco made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #662 holding.
U.S. Capital Wealth Advisors first reported a position in Invesco in Q4 2022 and has held it in 3 quarters since.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.