Wealth Enhancement Advisory Services’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.16M Buy
128,882
+13,926
+12% +$233K ﹤0.01% 1317
2025
Q1
$1.74M Sell
114,956
-26,008
-18% -$395K ﹤0.01% 1312
2024
Q4
$2.46M Buy
140,964
+58,361
+71% +$1.02M ﹤0.01% 1068
2024
Q3
$1.45M Buy
82,603
+70,653
+591% +$1.24M ﹤0.01% 1207
2024
Q2
$179K Buy
+11,950
New +$179K ﹤0.01% 2316