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 Q2	$1.34M	Buy	50,775 +494	+1%	+$13.1K	0.13%	104
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 $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advisory Research's IVZ Position: Q2 2026 in Review

Advisory Research increased its Invesco (IVZ) stake by 0.98% in Q2 2026, buying an estimated $13.1K and bringing the position to 50,775 shares worth $1.34M. The position accounts for 0.13% of the portfolio, ranked #104.

Advisory Research first reported a position in IVZ in Q1 2014 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Advisory Research held 50,775 shares of Invesco worth $1.34M as of Q2 2026.
Advisory Research bought 494 Invesco shares in Q2 2026, an estimated $13.1K.
Invesco made up 0.13% of Advisory Research's portfolio in Q2 2026, its #104 holding.
Advisory Research first reported a position in Invesco in Q1 2014 and has held it in 4 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Advisory Research's 13F filing for Q2 2026, filed 13 Aug 2026.