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 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

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LOPW

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

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealthstar Advisors's IVZ Position: Q2 2026 in Review

Wealthstar Advisors increased its Invesco (IVZ) stake by 24% in Q2 2026, buying an estimated $285K and bringing the position to 56,000 shares worth $1.48M. The position accounts for 0.43% of the portfolio, ranked #40.

Wealthstar Advisors first reported a position in IVZ in Q3 2019 and has held it in 6 quarters since. 225 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Wealthstar Advisors held 56,000 shares of Invesco worth $1.48M as of Q2 2026.
Wealthstar Advisors bought 10,760 Invesco shares in Q2 2026, an estimated $285K.
Invesco made up 0.43% of Wealthstar Advisors's portfolio in Q2 2026, its #40 holding.
Wealthstar Advisors first reported a position in Invesco in Q3 2019 and has held it in 6 quarters since.
225 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Wealthstar Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.