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Livermore
Livermore
ZHEN

Wealthcare Advisory Partners LLC

SEC CIK
0001683059
Latest filing
Jul 9, 2026

IVZ holding history

Invesco Ltd. in every 13F filed by Wealthcare Advisory Partners 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)
35,255
Value
$930.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of IVZ by Wealthcare Advisory Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202635,255$930.4K<0.1%−2,285−6.1%ReducedHolders
Q1 202637,540$911.9K<0.1%−3,548−8.6%ReducedHolders
Q4 202541,088$1.08M<0.1%+3,449+9.2%AddedHolders
Q3 202537,639$863.4K<0.1%−1,342−3.4%ReducedHolders
Q2 202538,981$614.7K<0.1%+1,882+5.1%AddedHolders
Q1 202537,099$562.8K<0.1%+2,564+7.4%AddedHolders
Q4 202434,535$603.7K<0.1%−603−1.7%ReducedHolders
Q3 202435,138$617.0K<0.1%−1,851−5.0%ReducedHolders
Q2 202436,989$553.4K<0.1%−1,295−3.4%ReducedHolders
Q1 202438,284$635.1K<0.1%+3,327+9.5%AddedHolders
Q4 202334,957$623.6K<0.1%+4,799+15.9%AddedHolders
Q3 202330,158$437.9K<0.1%+351+1.2%AddedHolders
Q2 202329,807$501.1K<0.1%+965+3.3%AddedHolders
Q1 202328,842$473.0K<0.1%+347+1.2%AddedHolders
Q4 202228,495$512.6K<0.1%−1,972−6.5%ReducedHolders
Q3 202230,467$417.0K<0.1%−11,100−26.7%ReducedHolders
Q2 202241,567$670.0K<0.1%−3,955−8.7%ReducedHolders
Q1 202245,522$1.05M0.1%−398−0.9%ReducedHolders
Q4 202145,920$1.06M0.1%00.0%UnchangedHolders
Q3 202145,920$1.11M0.1%−1,538−3.2%ReducedHolders
Q2 202147,458$1.27M0.1%+2,112+4.7%AddedHolders
Q1 202145,346$1.14M0.1%––Holders

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