Wealth Enhancement Advisory Services
IVZ icon

Wealth Enhancement Advisory Services’s Invesco IVZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$56M Buy
1,969,959
+454,882
+30% +$12.1M 0.09% 195
2026
Q1 		$35.8M Sell
1,515,077
-406,081
-21% -$10.6M 0.07% 259
2025
Q4 		$54.3M Buy
1,921,158
+1,744,862
+990% +$42.6M 0.07% 243
2025
Q3 		$4.25M Buy
176,296
+47,414
+37% +$984K 0.01% 1027
2025
Q2 		$2.16M Buy
128,882
+13,926
+12% +$200K ﹤0.01% 1320
2025
Q1 		$1.74M Sell
114,956
-26,008
-18% -$444K ﹤0.01% 1315
2024
Q4 		$2.46M Buy
140,964
+58,361
+71% +$1.04M ﹤0.01% 1070
2024
Q3 		$1.45M Buy
82,603
+70,653
+591% +$1.16M ﹤0.01% 1211
2024
Q2 		$179K Buy
+11,950
New +$184K ﹤0.01% 2322

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Invesco (IVZ) stake by 30% in Q2 2026, buying an estimated $12.1M and bringing the position to 1,969,959 shares worth $56M. The position accounts for 0.09% of the portfolio, ranked #195.

Wealth Enhancement Advisory Services first reported a position in IVZ in Q2 2024 and has held it in 9 quarters since. 669 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 1,969,959 shares of Invesco worth $56M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 454,882 Invesco shares in Q2 2026, an estimated $12.1M.
  • Invesco made up 0.09% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #195 holding.
  • Wealth Enhancement Advisory Services first reported a position in Invesco in Q2 2024 and has held it in 9 quarters since.
  • 669 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.