WealthBridge Capital Management’s Invesco IVZ Stock Holding History

WealthBridge Capital Management’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	$476K	Buy	18,030 +1,729	+11%	+$45.8K	0.09%	148
2026 Q1	$396K	Buy	+16,301	New	+$426K	0.09%	149
2019 Q2	–	Sell	-27	Closed	-$1K	–	488
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	896
2018 Q4	$0	Buy	+27	New	+$540	﹤0.01%	958

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WealthBridge Capital Management's IVZ Position: Q2 2026 in Review

WealthBridge Capital Management increased its Invesco (IVZ) stake by 11% in Q2 2026, buying an estimated $45.8K and bringing the position to 18,030 shares worth $476K. The position accounts for 0.09% of the portfolio, ranked #148.

WealthBridge Capital Management first reported a position in IVZ in Q4 2018 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

WealthBridge Capital Management held 18,030 shares of Invesco worth $476K as of Q2 2026.
WealthBridge Capital Management bought 1,729 Invesco shares in Q2 2026, an estimated $45.8K.
Invesco made up 0.09% of WealthBridge Capital Management's portfolio in Q2 2026, its #148 holding.
WealthBridge Capital Management first reported a position in Invesco in Q4 2018 and has held it in 4 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.