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IVZ icon

Ancora Advisors’s Invesco IVZ Stock Holding History

Ancora Advisors’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 		– Sell
-129
Closed -$3.13K – 2191
2026
Q1 		$3.13K Sell
129
-517
-80% -$13.5K ﹤0.01% 2070
2025
Q4 		$17K Buy
+646
New +$15.8K ﹤0.01% 1615
2024
Q3 		– Sell
-107
Closed -$1.6K – 1837
2024
Q2 		$1.6K Buy
+107
New +$1.65K ﹤0.01% 1600
2018
Q4 		– Sell
-71
Closed -$2K – 917
2018
Q3 		$2K Buy
+71
New +$1.77K ﹤0.01% 1306

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

Ancora Advisors's IVZ Position: Q2 2026 in Review

Ancora Advisors sold out of Invesco (IVZ) in Q2 2026, closing a stake of 129 shares — an estimated $3.13K sold.

Ancora Advisors first reported a position in IVZ in Q3 2018 and held it in 4 quarters. The position peaked at $17K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Ancora Advisors reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Ancora Advisors sold 129 Invesco shares in Q2 2026, an estimated $3.13K.
  • Ancora Advisors first reported a position in Invesco in Q3 2018 and held it in 4 quarters.
  • Ancora Advisors's Invesco position peaked at $17K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.