Advisors Preferred’s Invesco IVZ Stock Holding History

Advisors Preferred’s Portfolio IVZ Stock Details IVZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4.17M	Buy	+136,075	New	+$4.19M	0.46%	43
2025 Q4	–	Sell	-40,306	Closed	-$931K	–	271
2025 Q3	$931K	Buy	+40,306	New	+$837K	0.14%	118
2021 Q2	–	Sell	-40,535	Closed	-$1.04M	–	207
2021 Q1	$1.04M	Sell	40,535 -28,866	-42%	-$647K	0.15%	50
2020 Q4	$1.18M	Buy	+69,401	New	+$1.07M	0.22%	56
2016 Q2	–	Sell	-83	Closed	-$3K	–	257
2016 Q1	$3K	Sell	83 -275	-77%	-$7.93K	﹤0.01%	200
2015 Q4	$12K	Buy	+358	New	+$11.7K	0.01%	175

Other funds holding IVZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.9B AUM 29.83% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Advisors Preferred's IVZ Position: Q3 2026 in Review

Advisors Preferred opened a new position in Invesco (IVZ) in Q3 2026: 136,075 shares worth $4.17M. The stake represents 0.46% of the portfolio and ranks #43 among its holdings. This is a return to the name: Advisors Preferred previously reported a position in IVZ as recently as Q3 2025.

Advisors Preferred first reported a position in IVZ in Q4 2015 and has held it in 6 quarters since. 367 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

Advisors Preferred held 136,075 shares of Invesco worth $4.17M as of Q3 2026.
Invesco was a new Advisors Preferred position in Q3 2026.
Invesco made up 0.46% of Advisors Preferred's portfolio in Q3 2026, its #43 holding.
Advisors Preferred first reported a position in Invesco in Q4 2015 and has held it in 6 quarters since.
367 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Advisors Preferred's 13F filing for Q3 2026, filed 9 Nov 2026.