Wealthstar Advisors’s Invesco IVZ Stock Holding History

Wealthstar Advisors’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 Q3	$1.43M	Sell	47,552 -8,448	-15%	-$260K	0.41%	37
2026 Q2	$1.48M	Buy	56,000 +10,760	+24%	+$285K	0.43%	40
2026 Q1	$1.1M	Buy	+45,240	New	+$1.18M	0.52%	46
2021 Q3	–	Sell	-28,199	Closed	-$752K	–	108
2021 Q2	$752K	Buy	+28,199	New	+$768K	0.24%	45
2020 Q1	$346K	Buy	38,000 +7,700	+25%	+$117K	0.24%	36
2019 Q4	$545K	Buy	30,300 +9,500	+46%	+$162K	0.34%	27
2019 Q3	$351K	Buy	+20,800	New	+$367K	0.2%	39

Other funds holding IVZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Wealthstar Advisors's IVZ Position: Q3 2026 in Review

Wealthstar Advisors reduced its Invesco (IVZ) stake by 15% in Q3 2026, selling an estimated $260K and leaving 47,552 shares worth $1.43M. The position accounts for 0.41% of the portfolio, ranked #37.

Wealthstar Advisors first reported a position in IVZ in Q3 2019 and has held it in 7 quarters since. The position peaked at $1.48M in Q2 2026. 408 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

Wealthstar Advisors held 47,552 shares of Invesco worth $1.43M as of Q3 2026.
Wealthstar Advisors sold 8,448 Invesco shares in Q3 2026, an estimated $260K.
Invesco made up 0.41% of Wealthstar Advisors's portfolio in Q3 2026, its #37 holding.
Wealthstar Advisors first reported a position in Invesco in Q3 2019 and has held it in 7 quarters since.
Wealthstar Advisors's Invesco position peaked at $1.48M in Q2 2026.
408 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Wealthstar Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.