AWM
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AE Wealth Management’s Invesco IVZ Stock Holding History

AE Wealth Management’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
2020
Q1 		– Sell
-983
Closed -$13K – 1202
2019
Q4 		$13K Buy
+983
New +$16.8K ﹤0.01% 1118
2018
Q4 		– Sell
-939
Closed -$11K – 543
2018
Q3 		$11K Buy
+939
New +$23.5K ﹤0.01% 595

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

AE Wealth Management's IVZ Position: Q1 2026 in Review

AE Wealth Management increased its Invesco (IVZ) stake by 22% in Q1 2026, buying an estimated $269K and bringing the position to 56,270 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #759.

AE Wealth Management first reported a position in IVZ in Q4 2016 and has held it in 33 quarters since. The position peaked at $15.6M in Q2 2023. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • AE Wealth Management held 56,270 shares of Invesco worth $1.37M as of Q1 2026.
  • AE Wealth Management bought 10,278 Invesco shares in Q1 2026, an estimated $269K.
  • Invesco made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #759 holding.
  • AE Wealth Management first reported a position in Invesco in Q4 2016 and has held it in 33 quarters since.
  • AE Wealth Management's Invesco position peaked at $15.6M in Q2 2023.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.