AC
IVZ icon

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
Q2 		$236K Buy
+8,929
New +$237K ﹤0.01% 1032
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 $2.38B 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

AlphaCore Capital's IVZ Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Invesco (IVZ) in Q2 2026: 8,929 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in IVZ as recently as Q4 2025.

AlphaCore Capital first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • AlphaCore Capital held 8,929 shares of Invesco worth $236K as of Q2 2026.
  • Invesco was a new AlphaCore Capital position in Q2 2026.
  • Invesco made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1032 holding.
  • AlphaCore Capital first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.