AWM
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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
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 $2.17B 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

Apollon Wealth Management's IVZ Position: Q1 2026 in Review

Apollon Wealth Management reduced its Invesco (IVZ) stake by 2.8% in Q1 2026, selling an estimated $15.8K and leaving 20,841 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #855.

Apollon Wealth Management first reported a position in IVZ in Q2 2020 and has held it in 8 quarters since. The position peaked at $563K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Apollon Wealth Management held 20,841 shares of Invesco worth $506K as of Q1 2026.
  • Apollon Wealth Management sold 605 Invesco shares in Q1 2026, an estimated $15.8K.
  • Invesco made up 0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #855 holding.
  • Apollon Wealth Management first reported a position in Invesco in Q2 2020 and has held it in 8 quarters since.
  • Apollon Wealth Management's Invesco position peaked at $563K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.