United Capital Financial Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $400K | Buy |
16,477
+5,202
| +46% | +$136K | ﹤0.01% | 1186 |
|
|
2025
Q4 | $296K | Buy |
11,275
+2,145
| +23% | +$52.4K | ﹤0.01% | 1174 |
|
|
2025
Q3 | $209K | Buy |
+9,130
| New | +$190K | ﹤0.01% | 1150 |
|
|
2025
Q2 | – | Sell |
-10,493
| Closed | -$159K | – | 1118 |
|
|
2025
Q1 | $159K | Sell |
10,493
-2,016
| -16% | -$34.4K | ﹤0.01% | 1030 |
|
|
2024
Q4 | $219K | Sell |
12,509
-447
| -3% | -$7.96K | ﹤0.01% | 993 |
|
|
2024
Q3 | $228K | Buy |
12,956
+88
| +0.7% | +$1.45K | ﹤0.01% | 963 |
|
|
2024
Q2 | $193K | Sell |
12,868
-451
| -3% | -$6.93K | ﹤0.01% | 982 |
|
|
2024
Q1 | $221K | Sell |
13,319
-2,782
| -17% | -$44.9K | ﹤0.01% | 989 |
|
|
2023
Q4 | $287K | Sell |
16,101
-3,382
| -17% | -$48.8K | ﹤0.01% | 890 |
|
|
2023
Q3 | $283K | Sell |
19,483
-1,354
| -6% | -$21.8K | ﹤0.01% | 738 |
|
|
2023
Q2 | $350K | Buy |
20,837
+530
| +3% | +$8.53K | ﹤0.01% | 740 |
|
|
2023
Q1 | $333K | Sell |
20,307
-1,858
| -8% | -$33.2K | ﹤0.01% | 796 |
|
|
2022
Q4 | $399K | Sell |
22,165
-1,338
| -6% | -$22.9K | ﹤0.01% | 801 |
|
|
2022
Q3 | $322K | Sell |
23,503
-4,435
| -16% | -$74.8K | ﹤0.01% | 886 |
|
|
2022
Q2 | $451K | Sell |
27,938
-7,700
| -22% | -$146K | ﹤0.01% | 823 |
|
|
2022
Q1 | $822K | Sell |
35,638
-3,254
| -8% | -$72.2K | ﹤0.01% | 715 |
|
|
2021
Q4 | $895K | Sell |
38,892
-4,760
| -11% | -$116K | ﹤0.01% | 703 |
|
|
2021
Q3 | $1.05M | Sell |
43,652
-19,481
| -31% | -$487K | 0.01% | 662 |
|
|
2021
Q2 | $1.69M | Sell |
63,133
-2,142
| -3% | -$58.4K | 0.01% | 575 |
|
|
2021
Q1 | $1.65M | Sell |
65,275
-10,284
| -14% | -$231K | 0.01% | 545 |
|
|
2020
Q4 | $1.32M | Sell |
75,559
-14,249
| -16% | -$219K | 0.01% | 606 |
|
|
2020
Q3 | $1.02M | Buy |
89,808
+2,577
| +3% | +$27.3K | 0.01% | 654 |
|
|
2020
Q2 | $939K | Buy |
87,231
+29,334
| +51% | +$263K | 0.01% | 680 |
|
|
2020
Q1 | $526K | Buy |
57,897
+6,198
| +12% | +$94.2K | ﹤0.01% | 796 |
|
|
2019
Q4 | $930K | Buy |
51,699
+5,662
| +12% | +$96.6K | 0.01% | 804 |
|
|
2019
Q3 | $780K | Sell |
46,037
-3,592
| -7% | -$63.4K | 0.01% | 820 |
|
|
2019
Q2 | $1.01M | Buy |
49,629
+619
| +1% | +$12.8K | 0.01% | 807 |
|
|
2019
Q1 | $946K | Buy |
+49,010
| New | +$916K | 0.01% | 786 |
|
|
2018
Q3 | – | Sell |
-44,967
| Closed | -$1.19M | – | 1355 |
|
|
2018
Q2 | $1.19M | Buy |
44,967
+944
| +2% | +$27.2K | 0.01% | 720 |
|
|
2018
Q1 | $1.41M | Sell |
44,023
-6,296
| -13% | -$217K | 0.01% | 682 |
|
|
2017
Q4 | $1.84M | Sell |
50,319
-1,201
| -2% | -$43.5K | 0.01% | 611 |
|
|
2017
Q3 | $1.8M | Buy |
51,520
+45,135
| +707% | +$1.54M | 0.02% | 607 |
|
|
2017
Q2 | $225K | Buy |
+6,385
| New | +$208K | ﹤0.01% | 1170 |
|
|
2015
Q3 | – | Sell |
-120,155
| Closed | -$4.5M | – | 1284 |
|
|
2015
Q2 | $4.5M | Buy |
+120,155
| New | +$4.81M | 0.05% | 356 |
|
Other funds holding IVZ
MMLI
VCM
VPM
