YCM
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Yousif Capital Management’s Invesco IVZ Stock Holding History

Yousif Capital Management’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 		$1.3M Sell
49,388
-2,018
-4% -$53.5K 0.01% 901
2026
Q1 		$1.25M Sell
51,406
-1,525
-3% -$39.9K 0.01% 922
2025
Q4 		$1.48M Sell
52,931
-4,858
-8% -$119K 0.02% 871
2025
Q3 		$1.33M Sell
57,789
-7,671
-12% -$159K 0.01% 950
2025
Q2 		$1.03M Buy
65,460
+67
+0.1% +$962 0.01% 1109
2025
Q1 		$992K Sell
65,393
-372
-0.6% -$6.35K 0.01% 1119
2024
Q4 		$1.15M Sell
65,765
-1,227
-2% -$21.9K 0.01% 1067
2024
Q3 		$1.18M Sell
66,992
-1,360
-2% -$22.3K 0.01% 1093
2024
Q2 		$1.02M Sell
68,352
-2,084
-3% -$32K 0.01% 1122
2024
Q1 		$1.17M Sell
70,436
-7,666
-10% -$124K 0.01% 1123
2023
Q4 		$1.39M Sell
78,102
-1,286
-2% -$18.6K 0.02% 1038
2023
Q3 		$1.15M Sell
79,388
-1,582
-2% -$25.5K 0.01% 1061
2023
Q2 		$1.36M Buy
80,970
+2,164
+3% +$34.8K 0.02% 990
2023
Q1 		$1.29M Sell
78,806
-3,905
-5% -$69.7K 0.02% 1011
2022
Q4 		$1.49M Buy
82,711
+2,906
+4% +$49.7K 0.02% 945
2022
Q3 		$1.09M Buy
79,805
+14,035
+21% +$237K 0.02% 1139
2022
Q2 		$1.06M Sell
65,770
-1,795
-3% -$34K 0.01% 1206
2022
Q1 		$1.56M Sell
67,565
-890
-1% -$19.7K 0.02% 1116
2021
Q4 		$1.58M Buy
+68,455
New +$1.67M 0.02% 1140

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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 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

Yousif Capital Management's IVZ Position: Q2 2026 in Review

Yousif Capital Management reduced its Invesco (IVZ) stake by 3.9% in Q2 2026, selling an estimated $53.5K and leaving 49,388 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #901.

Yousif Capital Management first reported a position in IVZ in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.58M in Q4 2021. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Yousif Capital Management held 49,388 shares of Invesco worth $1.3M as of Q2 2026.
  • Yousif Capital Management sold 2,018 Invesco shares in Q2 2026, an estimated $53.5K.
  • Invesco made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #901 holding.
  • Yousif Capital Management first reported a position in Invesco in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Invesco position peaked at $1.58M in Q4 2021.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.