AlphaCore Capital’s Invesco IVZ Stock Holding History

AlphaCore Capital’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	–	Sell	-8,041	Closed	-$211K	–	1376
2025 Q4	$211K	Buy	+8,041	New	+$196K	﹤0.01%	965

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

AlphaCore Capital's IVZ Position: Q1 2026 in Review

AlphaCore Capital sold out of Invesco (IVZ) in Q1 2026, closing a stake of 8,041 shares — an estimated $211K sold.

AlphaCore Capital first reported a position in IVZ in Q4 2025 and held it in 1 quarter. The position peaked at $211K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

AlphaCore Capital reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 8,041 Invesco shares in Q1 2026, an estimated $211K.
AlphaCore Capital first reported a position in Invesco in Q4 2025 and held it in 1 quarter.
AlphaCore Capital's Invesco position peaked at $211K in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.