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

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

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

Wealthcare Capital Management reduced its Invesco (IVZ) stake by 7.1% in Q2 2026, selling an estimated $875K and leaving 432,545 shares worth $11.4M. The position accounts for 1.08% of the portfolio, ranked #14.

Wealthcare Capital Management first reported a position in IVZ in Q1 2015 and has held it in 10 quarters since. The position peaked at $13.1M in Q4 2025. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Wealthcare Capital Management held 432,545 shares of Invesco worth $11.4M as of Q2 2026.
Wealthcare Capital Management sold 33,000 Invesco shares in Q2 2026, an estimated $875K.
Invesco made up 1.08% of Wealthcare Capital Management's portfolio in Q2 2026, its #14 holding.
Wealthcare Capital Management first reported a position in Invesco in Q1 2015 and has held it in 10 quarters since.
Wealthcare Capital Management's Invesco position peaked at $13.1M in Q4 2025.
668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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