Wealthcare Capital Management’s Invesco IVZ Stock Holding History

Wealthcare 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	$11.4M	Sell	432,545 -33,000	-7%	-$875K	1.08%	14
2026 Q1	$11.3M	Sell	465,545 -33,000	-7%	-$863K	1.13%	12
2025 Q4	$13.1M	Sell	498,545 -33,000	-6%	-$806K	1.3%	9
2025 Q3	$12.2M	Sell	531,545 -33,000	-6%	-$685K	1.24%	9
2025 Q2	$8.9M	Sell	564,545 -33,000	-6%	-$474K	0.94%	11
2025 Q1	$9.06M	Sell	597,545 -33,000	-5%	-$563K	0.92%	12
2024 Q4	$11M	Sell	630,545 -33,000	-5%	-$588K	1.11%	9
2024 Q3	$11.7M	Buy	+663,545	New	+$10.9M	1.17%	9
2015 Q3	–	Sell	-410	Closed	-$15K	–	320
2015 Q2	$15K	Sell	410 -998	-71%	-$40K	﹤0.01%	174
2015 Q1	$56K	Buy	+1,408	New	+$55K	0.01%	227

Other funds holding IVZ

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

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

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

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Friedenthal Financial Marlton, New Jersey $216M AUM 21.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return