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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
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 $2.17B 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

Atomi Financial Group's IVZ Position: Q1 2026 in Review

Atomi Financial Group increased its Invesco (IVZ) stake by 19% in Q1 2026, buying an estimated $64.7K and bringing the position to 15,313 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #839.

Atomi Financial Group first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Atomi Financial Group held 15,313 shares of Invesco worth $372K as of Q1 2026.
  • Atomi Financial Group bought 2,475 Invesco shares in Q1 2026, an estimated $64.7K.
  • Invesco made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #839 holding.
  • Atomi Financial Group first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.