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Advisory Research’s Invesco IVZ Stock Holding History

Advisory Research’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
Q1 		$1.22M Buy
50,281
+6,420
+15% +$168K 0.15% 102
2025
Q4 		$1.15M Buy
+43,861
New +$1.07M 0.14% 104
2014
Q2 		– Sell
-2,005
Closed -$74K – 498
2014
Q1 		$74K Buy
+2,005
New +$69.5K ﹤0.01% 375

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's IVZ Position: Q1 2026 in Review

Advisory Research increased its Invesco (IVZ) stake by 15% in Q1 2026, buying an estimated $168K and bringing the position to 50,281 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #102.

Advisory Research first reported a position in IVZ in Q1 2014 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Advisory Research held 50,281 shares of Invesco worth $1.22M as of Q1 2026.
  • Advisory Research bought 6,420 Invesco shares in Q1 2026, an estimated $168K.
  • Invesco made up 0.15% of Advisory Research's portfolio in Q1 2026, its #102 holding.
  • Advisory Research first reported a position in Invesco in Q1 2014 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.