Arax Advisory Partners’s Invesco IVZ Stock Holding History

Arax Advisory Partners’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	$320K	Buy	12,626 +3,668	+41%	+$96K	0.01%	846
2025 Q4	$236K	Sell	8,958 -254,946	-97%	-$6.23M	0.01%	961
2025 Q3	$6.05M	Buy	263,904 +261,334	+10,169%	+$5.42M	0.09%	186
2025 Q2	$40.5K	Sell	2,570 -9,463	-79%	-$136K	﹤0.01%	1337
2025 Q1	$183K	Buy	12,033 +11,074	+1,155%	+$189K	0.01%	554
2024 Q4	$16.8K	Buy	959 +41	+4%	+$730	﹤0.01%	1275
2024 Q3	$16.1K	Buy	918 +336	+58%	+$5.52K	﹤0.01%	1173
2024 Q2	$8.71K	Buy	+582	New	+$8.95K	﹤0.01%	1337
2023 Q3	–	Sell	-209	Closed	-$3.51K	–	1341
2023 Q2	$3.51K	Buy	+209	New	+$3.36K	﹤0.01%	930
2023 Q1	–	Sell	-344	Closed	-$6.19K	–	1294
2022 Q4	$6.19K	Buy	344 +35	+11%	+$599	﹤0.01%	733
2022 Q3	$4K	Buy	+309	New	+$5.21K	﹤0.01%	857
2020 Q4	$1K	Buy	+39	New	+$600	﹤0.01%	703
2017 Q3	–	Sell	-57	Closed	-$2K	–	482
2017 Q2	$2K	Hold	57	–	–	﹤0.01%	450
2017 Q1	$1K	Hold	57	–	–	﹤0.01%	496
2016 Q4	$2K	Buy	+57	New	+$1.75K	﹤0.01%	470

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arax Advisory Partners's IVZ Position: Q1 2026 in Review

Arax Advisory Partners increased its Invesco (IVZ) stake by 41% in Q1 2026, buying an estimated $96K and bringing the position to 12,626 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #846.

Arax Advisory Partners first reported a position in IVZ in Q4 2016 and has held it in 15 quarters since. The position peaked at $6.05M in Q3 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Arax Advisory Partners held 12,626 shares of Invesco worth $320K as of Q1 2026.
Arax Advisory Partners bought 3,668 Invesco shares in Q1 2026, an estimated $96K.
Invesco made up 0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #846 holding.
Arax Advisory Partners first reported a position in Invesco in Q4 2016 and has held it in 15 quarters since.
Arax Advisory Partners's Invesco position peaked at $6.05M in Q3 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.