UWS
IVZ icon

Unique Wealth Strategies’s Invesco IVZ Stock Holding History

Unique Wealth Strategies’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 		$220K Hold
8,350
– – 0.08% 206
2026
Q1 		$203K Buy
8,350
+15
+0.2% +$392 0.08% 204
2025
Q4 		$219K Buy
+8,335
New +$204K 0.09% 195
2024
Q4 		– Sell
-22,070
Closed -$388K – 213
2024
Q3 		$388K Buy
22,070
+22,010
+36,683% +$361K 0.16% 174
2024
Q2 		$995 Buy
+60
New +$923 ﹤0.01% 553

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 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

Unique Wealth Strategies's IVZ Position: Q2 2026 in Review

Unique Wealth Strategies held its Invesco (IVZ) position steady in Q2 2026 at 8,350 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #206.

Unique Wealth Strategies first reported a position in IVZ in Q2 2024 and has held it in 5 quarters since. The position peaked at $388K in Q3 2024. 94 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Unique Wealth Strategies held 8,350 shares of Invesco worth $220K as of Q2 2026.
  • Unique Wealth Strategies left its Invesco share count unchanged in Q2 2026.
  • Invesco made up 0.08% of Unique Wealth Strategies's portfolio in Q2 2026, its #206 holding.
  • Unique Wealth Strategies first reported a position in Invesco in Q2 2024 and has held it in 5 quarters since.
  • Unique Wealth Strategies's Invesco position peaked at $388K in Q3 2024.
  • 94 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.