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James T. Borello RIA’s Invesco IVZ Stock Holding History

James T. Borello RIA’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 		$11.8K Buy
390
+20
+5% +$616 ﹤0.01% 558
2026
Q2 		$9.8K Sell
370
-304
-45% -$8.06K ﹤0.01% 607
2026
Q1 		$16.4K Buy
674
+522
+343% +$13.7K ﹤0.01% 423
2025
Q4 		$3.99K Buy
152
+1
+0.7% +$24 ﹤0.01% 627
2025
Q3 		$3.46K Buy
+151
New +$3.13K ﹤0.01% 589

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
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
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
GIM
Gold Investment Management Edmonton, Alberta, Canada $358M AUM 35.31% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

James T. Borello RIA's IVZ Position: Q3 2026 in Review

James T. Borello RIA increased its Invesco (IVZ) stake by 5.4% in Q3 2026, buying an estimated $616 and bringing the position to 390 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

James T. Borello RIA first reported a position in IVZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.4K in Q1 2026. 89 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • James T. Borello RIA held 390 shares of Invesco worth $11.8K as of Q3 2026.
  • James T. Borello RIA bought 20 Invesco shares in Q3 2026, an estimated $616.
  • Invesco made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #558 holding.
  • James T. Borello RIA first reported a position in Invesco in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Invesco position peaked at $16.4K in Q1 2026.
  • 89 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.