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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

IVZ holding history

Invesco Ltd. in every 13F filed by TD Private Client Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVZ overviewAll 13F holders of IVZFull Q2 2026 holdings

Shares (Q2 2026)
3,281
Value
$86.6K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IVZ by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,281$86.6K<0.1%+70+2.2%AddedHolders
Q1 20263,211$78.0K<0.1%+41+1.3%AddedHolders
Q4 20253,170$83.3K<0.1%−998−23.9%ReducedHolders
Q3 20254,168$95.6K<0.1%+158+3.9%AddedHolders
Q2 20254,010$63.2K<0.1%+407+11.3%AddedHolders
Q1 20253,603$54.7K<0.1%+20+0.6%AddedHolders
Q4 20243,583$62.6K<0.1%−108−2.9%ReducedHolders
Q3 20243,691$64.8K<0.1%00.0%UnchangedHolders
Q2 20243,691$55.2K<0.1%+429+13.2%AddedHolders
Q1 20243,262$54.1K<0.1%−359−9.9%ReducedHolders
Q4 20233,621$64.6K<0.1%+1,273+54.2%AddedHolders
Q3 20232,348$34.1K<0.1%−1,037−30.6%ReducedHolders
Q2 20233,385$56.9K<0.1%+141+4.3%AddedHolders
Q1 20233,244$53.2K<0.1%−10−0.3%ReducedHolders
Q4 20223,254$58.5K<0.1%+39+1.2%AddedHolders
Q3 20223,215$44.0K<0.1%−340−9.6%ReducedHolders
Q2 20223,555$57.3K<0.1%−214−5.7%ReducedHolders
Q1 20223,769$86.9K<0.1%+405+12.0%AddedHolders
Q4 20213,364$77.4K<0.1%−1,647−32.9%ReducedHolders
Q3 20215,011$120.8K<0.1%−271−5.1%ReducedHolders
Q2 20215,282$141.2K<0.1%−11−0.2%ReducedHolders
Q1 20215,293$133.5K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.