EPG Wealth Management LLC
- SEC CIK
- 0001803058
- Latest filing
- Jul 28, 2026
IVZ holding history
Invesco Ltd. in every 13F filed by EPG Wealth Management 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 2025)
- 0
- Sold out in Q2 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 10
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 0 | $0 | 0.0% | −18,127−100.0% | Sold out | Holders |
| Q1 2025 | 18,127 | $275.0K | 0.1% | +422+2.4% | Added | Holders |
| Q4 2024 | 17,705 | $309.5K | 0.1% | −346−1.9% | Reduced | Holders |
| Q3 2024 | 18,051 | $317.0K | 0.1% | +18,051 | Added | Holders |
| Q2 2024 | 0 | $287.5K | 0.1% | −18,528−100.0% | Reduced | Holders |
| Q1 2024 | 18,528 | $307.4K | 0.1% | +884+5.0% | Added | Holders |
| Q4 2023 | 17,644 | $268.9K | 0.1% | +660+3.9% | Added | Holders |
| Q3 2023 | 16,984 | $246.6K | 0.1% | +1,662+10.8% | Added | Holders |
| Q2 2023 | 15,322 | $257.6K | 0.1% | +1,611+11.7% | Added | Holders |
| Q1 2023 | 13,711 | $224.9K | 0.1% | +13,711 | New | Holders |
| Q4 2022 | 0 | $0 | 0.0% | −12,920−100.0% | Sold out | Holders |
| Q3 2022 | 12,920 | $177.0K | 0.1% | +12,920 | New | Holders |