American Capital Advisory’s Invesco IVZ Stock Holding History

American Capital Advisory’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	$1.45K	Buy	55 +14	+34%	+$371	﹤0.01%	702
2026 Q1	$996	Sell	41 -10	-20%	-$262	﹤0.01%	688
2025 Q4	$1.34K	Buy	51 +10	+24%	+$244	﹤0.01%	529
2025 Q3	$941	Hold	41	–	–	﹤0.01%	556
2025 Q2	$647	Buy	+41	New	+$589	﹤0.01%	566

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

American Capital Advisory's IVZ Position: Q2 2026 in Review

American Capital Advisory increased its Invesco (IVZ) stake by 34% in Q2 2026, buying an estimated $371 and bringing the position to 55 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

American Capital Advisory first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

American Capital Advisory held 55 shares of Invesco worth $1.45K as of Q2 2026.
American Capital Advisory bought 14 Invesco shares in Q2 2026, an estimated $371.
Invesco made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #702 holding.
American Capital Advisory first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.