WPC
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Wedmont Private Capital’s Invesco IVZ Stock Holding History

Wedmont Private Capital’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 		$664K Buy
22,920
+310
+1% +$8.22K 0.02% 468
2026
Q1 		$547K Buy
22,610
+1,374
+6% +$35.9K 0.02% 462
2025
Q4 		$588K Buy
21,236
+456
+2% +$11.1K 0.02% 414
2025
Q3 		$501K Buy
20,780
+3,618
+21% +$75.1K 0.02% 461
2025
Q2 		$291K Buy
17,162
+4,822
+39% +$69.2K 0.01% 584
2025
Q1 		$158K Sell
12,340
-6,658
-35% -$114K 0.01% 672
2024
Q4 		$311K Buy
18,998
+2,684
+16% +$47.8K 0.02% 529
2024
Q3 		$287K Buy
16,314
+2,178
+15% +$35.8K 0.02% 523
2024
Q2 		$227K Buy
14,136
+5
+0% +$77 0.01% 579
2024
Q1 		$239K Buy
14,131
+105
+0.7% +$1.7K 0.02% 509
2023
Q4 		$256K Buy
+14,026
New +$202K 0.02% 467
2023
Q1 		– Sell
-15,439
Closed -$296K – 478
2022
Q4 		$296K Buy
+15,439
New +$264K 0.04% 338

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Wedmont Private Capital's IVZ Position: Q2 2026 in Review

Wedmont Private Capital increased its Invesco (IVZ) stake by 1.4% in Q2 2026, buying an estimated $8.22K and bringing the position to 22,920 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #468.

Wedmont Private Capital first reported a position in IVZ in Q4 2022 and has held it in 12 quarters since. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Wedmont Private Capital held 22,920 shares of Invesco worth $664K as of Q2 2026.
  • Wedmont Private Capital bought 310 Invesco shares in Q2 2026, an estimated $8.22K.
  • Invesco made up 0.02% of Wedmont Private Capital's portfolio in Q2 2026, its #468 holding.
  • Wedmont Private Capital first reported a position in Invesco in Q4 2022 and has held it in 12 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.