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Livermore
Livermore
ZHEN

Stratos Wealth Partners, LTD.

SEC CIK
0001612865
Latest filing
Aug 11, 2026

IVZ holding history

Invesco Ltd. in every 13F filed by Stratos Wealth Partners, LTD., 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)
9,443
Value
$249.2K
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of IVZ by Stratos Wealth Partners, LTD., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,443$249.2K<0.1%−747−7.3%ReducedHolders
Q1 202610,190$247.5K<0.1%−605−5.6%ReducedHolders
Q4 202510,795$283.6K<0.1%−836−7.2%ReducedHolders
Q3 202511,631$266.8K<0.1%−33,083−74.0%ReducedHolders
Q2 202544,714$705.1K<0.1%−242−0.5%ReducedHolders
Q1 202544,956$682.0K<0.1%+8,922+24.8%AddedHolders
Q4 202436,034$629.9K<0.1%−1,055−2.8%ReducedHolders
Q3 202437,089$651.3K<0.1%+19,352+109.1%AddedHolders
Q2 202417,737$265.3K<0.1%+17,737NewHolders
Q4 20230$00.0%−18,774−100.0%Sold outHolders
Q3 202318,774$272.6K<0.1%−355−1.9%ReducedHolders
Q2 202319,129$321.6K<0.1%−262−1.4%ReducedHolders
Q1 202319,391$318.0K<0.1%−464−2.3%ReducedHolders
Q4 202219,855$357.2K<0.1%−3,850−16.2%ReducedHolders
Q3 202223,705$325.0K<0.1%−429−1.8%ReducedHolders
Q2 202224,134$389.0K<0.1%+85+0.4%AddedHolders
Q1 202224,049$555.0K<0.1%+2,248+10.3%AddedHolders
Q4 202121,801$502.0K<0.1%−4,045−15.7%ReducedHolders
Q3 202125,846$623.0K<0.1%−1,809−6.5%ReducedHolders
Q2 202127,655$739.0K<0.1%−85,724−75.6%ReducedHolders
Q1 2021113,379$2.86M0.1%––Holders

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