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Annis Gardner Whiting Capital Advisors’s Invesco IVZ Stock Holding History

Annis Gardner Whiting Capital 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
-2
Closed -$49 – 804
2026
Q1 		$49 Buy
+2
New +$52 ﹤0.01% 1310

Other funds holding IVZ

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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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's IVZ Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Invesco (IVZ) in Q2 2026, closing a stake of 2 shares — an estimated $49 sold.

Annis Gardner Whiting Capital Advisors first reported a position in IVZ in Q1 2026 and held it in 1 quarter. The position peaked at $49 in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 2 Invesco shares in Q2 2026, an estimated $49.
  • Annis Gardner Whiting Capital Advisors first reported a position in Invesco in Q1 2026 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Invesco position peaked at $49 in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.