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Atlas Capital Advisors’s Invesco IVZ Stock Holding History

Atlas 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
Q1 		$112K Buy
4,615
+2,860
+163% +$74.8K 0.01% 511
2025
Q4 		$46.1K Buy
+1,755
New +$42.9K 0.01% 630
2025
Q2 		– Sell
-7,938
Closed -$120K – 968
2025
Q1 		$120K Buy
+7,938
New +$135K 0.02% 512

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

Atlas Capital Advisors's IVZ Position: Q1 2026 in Review

Atlas Capital Advisors increased its Invesco (IVZ) stake by 163% in Q1 2026, buying an estimated $74.8K and bringing the position to 4,615 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #511.

Atlas Capital Advisors first reported a position in IVZ in Q1 2025 and has held it in 3 quarters since. The position peaked at $120K in Q1 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Atlas Capital Advisors held 4,615 shares of Invesco worth $112K as of Q1 2026.
  • Atlas Capital Advisors bought 2,860 Invesco shares in Q1 2026, an estimated $74.8K.
  • Invesco made up 0.01% of Atlas Capital Advisors's portfolio in Q1 2026, its #511 holding.
  • Atlas Capital Advisors first reported a position in Invesco in Q1 2025 and has held it in 3 quarters since.
  • Atlas Capital Advisors's Invesco position peaked at $120K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.