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 $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AE Wealth Management's IVZ Position: Q2 2026 in Review

AE Wealth Management increased its Invesco (IVZ) stake by 3.1% in Q2 2026, buying an estimated $46.8K and bringing the position to 58,037 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #751.

AE Wealth Management first reported a position in IVZ in Q4 2016 and has held it in 34 quarters since. The position peaked at $15.6M in Q2 2023. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • AE Wealth Management held 58,037 shares of Invesco worth $1.53M as of Q2 2026.
  • AE Wealth Management bought 1,767 Invesco shares in Q2 2026, an estimated $46.8K.
  • Invesco made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #751 holding.
  • AE Wealth Management first reported a position in Invesco in Q4 2016 and has held it in 34 quarters since.
  • AE Wealth Management's Invesco position peaked at $15.6M in Q2 2023.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.