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RAFFA WEALTH MANAGEMENT, LLC’s Invesco IVZ Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$290 Buy
11
+7
+175% +$186 ﹤0.01% 1224
2026
Q1 		$97 Buy
+4
New +$105 ﹤0.01% 1295
2024
Q4 		– Sell
-34
Closed -$597 – 1127
2024
Q3 		$597 Hold
34
– – ﹤0.01% 960
2024
Q2 		$509 Hold
34
– – ﹤0.01% 1051
2024
Q1 		$564 Hold
34
– – ﹤0.01% 1023
2023
Q4 		$607 Hold
34
– – ﹤0.01% 937
2023
Q3 		$494 Hold
34
– – ﹤0.01% 947
2023
Q2 		$572 Hold
34
– – ﹤0.01% 937
2023
Q1 		$558 Hold
34
– – ﹤0.01% 943
2022
Q4 		$612 Hold
34
– – ﹤0.01% 909
2022
Q3 		$466 Hold
34
– – ﹤0.01% 1049
2022
Q2 		$548 Hold
34
– – ﹤0.01% 999
2022
Q1 		$784 Hold
34
– – ﹤0.01% 944
2021
Q4 		$783 Hold
34
– – ﹤0.01% 958
2021
Q3 		$820 Hold
34
– – ﹤0.01% 910
2021
Q2 		$909 Hold
34
– – ﹤0.01% 871
2021
Q1 		$857 Sell
34
-28
-45% -$628 ﹤0.01% 883
2020
Q4 		$1.08K Hold
62
– – ﹤0.01% 721
2020
Q3 		$707 Hold
62
– – ﹤0.01% 748
2020
Q2 		$667 Buy
62
+9
+17% +$81 ﹤0.01% 754
2020
Q1 		$481 Buy
53
+19
+56% +$289 ﹤0.01% 758
2019
Q4 		$611 Sell
34
-100
-75% -$1.71K ﹤0.01% 712
2019
Q3 		$2.27K Buy
+134
New +$2.37K ﹤0.01% 368
2019
Q2 		– Sell
-134
Closed -$2.59K – 1057
2019
Q1 		$2.59K Buy
134
+100
+294% +$1.87K ﹤0.01% 309
2018
Q4 		$569 Sell
34
-100
-75% -$2K ﹤0.01% 711
2018
Q3 		$3.07K Hold
134
– – ﹤0.01% 316
2018
Q2 		$3.56K Hold
134
– – ﹤0.01% 285
2018
Q1 		$4.29K Buy
134
+34
+34% +$1.17K ﹤0.01% 258
2017
Q4 		$3.65K Buy
+100
New +$3.62K ﹤0.01% 228
2017
Q1 		– Sell
-15
Closed -$455 – 612
2016
Q4 		$455 Hold
15
– – ﹤0.01% 786
2016
Q3 		$469 Hold
15
– – ﹤0.01% 753
2016
Q2 		$383 Hold
15
– – ﹤0.01% 777
2016
Q1 		$462 Sell
15
-100
-87% -$2.88K ﹤0.01% 714
2015
Q4 		$3.85K Buy
115
+100
+667% +$3.27K ﹤0.01% 224
2015
Q3 		$468 Hold
15
– – ﹤0.01% 696
2015
Q2 		$562 Hold
15
– – ﹤0.01% 644
2015
Q1 		$595 Sell
15
-313
-95% -$12.2K ﹤0.01% 618
2014
Q4 		$13K Hold
328
– – 0.01% 126
2014
Q3 		$12.9K Buy
328
+15
+5% +$590 0.01% 128
2014
Q2 		$11.8K Buy
313
+77
+33% +$2.79K 0.01% 126
2014
Q1 		$8.73K Sell
236
-92
-28% -$3.19K 0.01% 140
2013
Q4 		$13K Buy
+328
New +$11.1K 0.01% 126

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's IVZ Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Invesco (IVZ) stake by 175% in Q2 2026, buying an estimated $186 and bringing the position to 11 shares worth $290. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in IVZ in Q4 2013 and has held it in 42 quarters since. The position peaked at $13K in Q4 2014. 172 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 11 shares of Invesco worth $290 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 7 Invesco shares in Q2 2026, an estimated $186.
  • Invesco made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1224 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco in Q4 2013 and has held it in 42 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Invesco position peaked at $13K in Q4 2014.
  • 172 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.