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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
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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ancora Advisors's IVZ Position: Q1 2026 in Review

Ancora Advisors reduced its Invesco (IVZ) stake by 80% in Q1 2026, selling an estimated $13.5K and leaving 129 shares worth $3.13K. The position accounts for ﹤0.01% of the portfolio, ranked #2070.

Ancora Advisors first reported a position in IVZ in Q3 2018 and has held it in 4 quarters since. The position peaked at $17K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Ancora Advisors held 129 shares of Invesco worth $3.13K as of Q1 2026.
  • Ancora Advisors sold 517 Invesco shares in Q1 2026, an estimated $13.5K.
  • Invesco made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #2070 holding.
  • Ancora Advisors first reported a position in Invesco in Q3 2018 and has held it in 4 quarters since.
  • Ancora Advisors's Invesco position peaked at $17K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.