Wealthcare Advisory Partners’s Invesco IVZ Stock Holding History

Wealthcare Advisory Partners’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	$930K	Sell	35,255 -2,285	-6%	-$60.6K	0.02%	538
2026 Q1	$912K	Sell	37,540 -3,548	-9%	-$92.8K	0.02%	540
2025 Q4	$1.08M	Buy	41,088 +3,449	+9%	+$84.2K	0.02%	496
2025 Q3	$863K	Sell	37,639 -1,342	-3%	-$27.9K	0.02%	541
2025 Q2	$615K	Buy	38,981 +1,882	+5%	+$27K	0.01%	598
2025 Q1	$563K	Buy	37,099 +2,564	+7%	+$43.8K	0.02%	568
2024 Q4	$604K	Sell	34,535 -603	-2%	-$10.7K	0.02%	528
2024 Q3	$617K	Sell	35,138 -1,851	-5%	-$30.4K	0.02%	526
2024 Q2	$553K	Sell	36,989 -1,295	-3%	-$19.9K	0.02%	512
2024 Q1	$635K	Buy	38,284 +3,327	+10%	+$53.7K	0.02%	493
2023 Q4	$624K	Buy	34,957 +4,799	+16%	+$69.2K	0.02%	438
2023 Q3	$438K	Buy	30,158 +351	+1%	+$5.65K	0.02%	465
2023 Q2	$501K	Buy	29,807 +965	+3%	+$15.5K	0.02%	449
2023 Q1	$473K	Buy	28,842 +347	+1%	+$6.19K	0.02%	468
2022 Q4	$513K	Sell	28,495 -1,972	-6%	-$33.7K	0.02%	415
2022 Q3	$417K	Sell	30,467 -11,100	-27%	-$187K	0.02%	407
2022 Q2	$670K	Sell	41,567 -3,955	-9%	-$74.8K	0.04%	268
2022 Q1	$1.05M	Sell	45,522 -398	-0.9%	-$8.83K	0.06%	187
2021 Q4	$1.06M	Hold	45,920	–	–	0.06%	190
2021 Q3	$1.11M	Sell	45,920 -1,538	-3%	-$38.5K	0.07%	177
2021 Q2	$1.27M	Buy	47,458 +2,112	+5%	+$57.6K	0.08%	157
2021 Q1	$1.14M	Buy	+45,346	New	+$1.02M	0.08%	159
2019 Q4	–	Sell	-1,225	Closed	-$21K	–	1411
2019 Q3	$21K	Buy	1,225 +725	+145%	+$12.8K	﹤0.01%	741
2019 Q2	$10K	Hold	500	–	–	﹤0.01%	901
2019 Q1	$10K	Hold	500	–	–	﹤0.01%	813
2018 Q4	$8K	Sell	500 -220	-31%	-$4.4K	﹤0.01%	838
2018 Q3	$16K	Buy	720 +701	+3,689%	+$17.5K	﹤0.01%	733
2018 Q2	$1K	Buy	+19	New	+$547	﹤0.01%	1179

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

PCM

Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

VIP

Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealthcare Advisory Partners's IVZ Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Invesco (IVZ) stake by 6.1% in Q2 2026, selling an estimated $60.6K and leaving 35,255 shares worth $930K. The position accounts for 0.02% of the portfolio, ranked #538.

Wealthcare Advisory Partners first reported a position in IVZ in Q2 2018 and has held it in 28 quarters since. The position peaked at $1.27M in Q2 2021. 96 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Wealthcare Advisory Partners held 35,255 shares of Invesco worth $930K as of Q2 2026.
Wealthcare Advisory Partners sold 2,285 Invesco shares in Q2 2026, an estimated $60.6K.
Invesco made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #538 holding.
Wealthcare Advisory Partners first reported a position in Invesco in Q2 2018 and has held it in 28 quarters since.
Wealthcare Advisory Partners's Invesco position peaked at $1.27M in Q2 2021.
96 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.