AFG
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Atomi Financial Group’s Invesco IVZ Stock Holding History

Atomi Financial Group’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 		$386K Sell
14,636
-677
-4% -$17.9K 0.01% 901
2026
Q1 		$372K Buy
15,313
+2,475
+19% +$64.7K 0.01% 839
2025
Q4 		$337K Buy
12,838
+2,947
+30% +$72K 0.01% 879
2025
Q3 		$227K Buy
+9,891
New +$205K 0.01% 1053

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

Atomi Financial Group's IVZ Position: Q2 2026 in Review

Atomi Financial Group reduced its Invesco (IVZ) stake by 4.4% in Q2 2026, selling an estimated $17.9K and leaving 14,636 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #901.

Atomi Financial Group first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Atomi Financial Group held 14,636 shares of Invesco worth $386K as of Q2 2026.
  • Atomi Financial Group sold 677 Invesco shares in Q2 2026, an estimated $17.9K.
  • Invesco made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #901 holding.
  • Atomi Financial Group first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.