Evolve Private Wealth, LLC

SEC CIK: 0002111131
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

IVZ holding history

Invesco Ltd. in every 13F filed by Evolve Private Wealth, LLC, 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): 13,893
Value: $366.5K
% of portfolio: <0.1%
Quarters held: 3; Since Q4 2025

Holdings of IVZ by Evolve Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,893	$366.5K	<0.1%	−10,334−42.7%	Reduced	Holders
Q1 2026	24,227	$588.5K	<0.1%	+2,767+12.9%	Added	Holders
Q4 2025	21,460	$563.8K	<0.1%	–	No prior filing	Holders