VWA
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Visionary Wealth Advisors’s Invesco IVZ Stock Holding History

Visionary 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
2024
Q1 		– Sell
-11,496
Closed -$205K – 490
2023
Q4 		$205K Sell
11,496
-498
-4% -$7.18K 0.02% 458
2023
Q3 		$174K Sell
11,994
-2,298
-16% -$37K 0.01% 429
2023
Q2 		$240K Sell
14,292
-278
-2% -$4.47K 0.02% 402
2023
Q1 		$239K Hold
14,570
– – 0.02% 390
2022
Q4 		$262K Sell
14,570
-2,200
-13% -$37.6K 0.02% 351
2022
Q3 		$230K Sell
16,770
-98
-0.6% -$1.65K 0.02% 345
2022
Q2 		$272K Sell
16,868
-998
-6% -$18.9K 0.02% 342
2022
Q1 		$412K Buy
17,866
+866
+5% +$19.2K 0.03% 282
2021
Q4 		$391K Buy
17,000
+900
+6% +$21.9K 0.03% 260
2021
Q3 		$388K Buy
+16,100
New +$403K 0.04% 217

Other funds holding IVZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Visionary Wealth Advisors's IVZ Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of Invesco (IVZ) in Q1 2024, closing a stake of 11,496 shares — an estimated $205K sold.

Visionary Wealth Advisors first reported a position in IVZ in Q3 2021 and held it in 10 quarters. The position peaked at $412K in Q1 2022. 497 funds tracked by Wall St. Rank hold IVZ as of Q1 2024.

  • Visionary Wealth Advisors reported no remaining Invesco position as of Q1 2024 after selling out during the quarter.
  • Visionary Wealth Advisors sold 11,496 Invesco shares in Q1 2024, an estimated $205K.
  • Visionary Wealth Advisors first reported a position in Invesco in Q3 2021 and held it in 10 quarters.
  • Visionary Wealth Advisors's Invesco position peaked at $412K in Q1 2022.
  • 497 funds tracked by Wall St. Rank held Invesco as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.