Ibex Wealth Advisors

SEC CIK: 0001686242
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

IVZ holding history

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

IVZ overview All 13F holders of IVZ Full Q2 2026 holdings

Shares (Q2 2026): 279,655
Value: $7.38M
% of portfolio: 0.6%
Quarters held: 3; Since Q4 2025

Holdings of IVZ by Ibex Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	279,655	$7.38M	0.6%	+8,074+3.0%	Added	Holders
Q1 2026	271,581	$6.60M	0.6%	+254,943+1,532.3%	Added	Holders
Q4 2025	16,638	$437.1K	<0.1%	+16,638	New	Holders