AWM
IVZ icon

Apollon Wealth Management’s Invesco IVZ Stock Holding History

Apollon Wealth Management’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 		$646K Buy
24,474
+3,633
+17% +$96.3K 0.01% 909
2026
Q1 		$506K Sell
20,841
-605
-3% -$15.8K 0.01% 855
2025
Q4 		$563K Buy
21,446
+2,886
+16% +$70.5K 0.01% 790
2025
Q3 		$426K Buy
18,560
+4,229
+30% +$87.8K 0.01% 891
2025
Q2 		$226K Sell
14,331
-1,766
-11% -$25.4K ﹤0.01% 1128
2025
Q1 		$244K Sell
16,097
-7,347
-31% -$125K 0.01% 1034
2024
Q4 		$410K Buy
23,444
+7,986
+52% +$142K 0.01% 824
2024
Q3 		$271K Buy
+15,458
New +$254K 0.01% 943
2020
Q3 		– Sell
-29
Closed – – 418
2020
Q2 		$0 Buy
+29
New +$260 ﹤0.01% 748

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 $3.38T 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

Apollon Wealth Management's IVZ Position: Q2 2026 in Review

Apollon Wealth Management increased its Invesco (IVZ) stake by 17% in Q2 2026, buying an estimated $96.3K and bringing the position to 24,474 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #909.

Apollon Wealth Management first reported a position in IVZ in Q2 2020 and has held it in 9 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Apollon Wealth Management held 24,474 shares of Invesco worth $646K as of Q2 2026.
  • Apollon Wealth Management bought 3,633 Invesco shares in Q2 2026, an estimated $96.3K.
  • Invesco made up 0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #909 holding.
  • Apollon Wealth Management first reported a position in Invesco in Q2 2020 and has held it in 9 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.