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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
Q2 		$6.72M Buy
254,652
+242,026
+1,917% +$6.42M 0.04% 403
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 $2.38B 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 $3.37T AUM 44.26% 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

Arax Advisory Partners's IVZ Position: Q2 2026 in Review

Arax Advisory Partners increased its Invesco (IVZ) stake by 1,917% in Q2 2026, buying an estimated $6.42M and bringing the position to 254,652 shares worth $6.72M. The position accounts for 0.04% of the portfolio, ranked #403.

Arax Advisory Partners first reported a position in IVZ in Q4 2016 and has held it in 16 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Arax Advisory Partners held 254,652 shares of Invesco worth $6.72M as of Q2 2026.
  • Arax Advisory Partners bought 242,026 Invesco shares in Q2 2026, an estimated $6.42M.
  • Invesco made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #403 holding.
  • Arax Advisory Partners first reported a position in Invesco in Q4 2016 and has held it in 16 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.