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Wealth Enhancement Trust Services’s Invesco IVZ Stock Holding History

Wealth Enhancement Trust 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 		$133K Buy
5,025
+902
+22% +$23.9K 0.01% 333
2026
Q1 		$100K Buy
4,123
+94
+2% +$2.46K 0.01% 342
2025
Q4 		$106K Buy
+4,029
New +$98.4K 0.01% 316

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Invesco (IVZ) stake by 22% in Q2 2026, buying an estimated $23.9K and bringing the position to 5,025 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #333.

Wealth Enhancement Trust Services first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 461 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Wealth Enhancement Trust Services held 5,025 shares of Invesco worth $133K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 902 Invesco shares in Q2 2026, an estimated $23.9K.
  • Invesco made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #333 holding.
  • Wealth Enhancement Trust Services first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 461 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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