WPC
IVZ icon

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
Q3 		$723K Buy
24,013
+1,093
+5% +$33.6K 0.02% 481
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

WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Wedmont Private Capital's IVZ Position: Q3 2026 in Review

Wedmont Private Capital increased its Invesco (IVZ) stake by 4.8% in Q3 2026, buying an estimated $33.6K and bringing the position to 24,013 shares worth $723K. The position accounts for 0.02% of the portfolio, ranked #481.

Wedmont Private Capital first reported a position in IVZ in Q4 2022 and has held it in 13 quarters since. 36 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Wedmont Private Capital held 24,013 shares of Invesco worth $723K as of Q3 2026.
  • Wedmont Private Capital bought 1,093 Invesco shares in Q3 2026, an estimated $33.6K.
  • Invesco made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #481 holding.
  • Wedmont Private Capital first reported a position in Invesco in Q4 2022 and has held it in 13 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.