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Atria Investments’s Invesco IVZ Stock Holding History

Atria Investments’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 		$359K Buy
+14,785
New +$387K ﹤0.01% 1641
2020
Q2 		– Sell
-12,001
Closed -$109K – 664
2020
Q1 		$109K Sell
12,001
-4,311
-26% -$65.5K 0.01% 556
2019
Q4 		$293K Sell
16,312
-49,192
-75% -$839K 0.01% 984
2019
Q3 		$1.11M Buy
65,504
+610
+0.9% +$10.8K 0.04% 395
2019
Q2 		$1.01M Buy
+64,894
New +$1.35M 0.04% 407
2018
Q4 		– Sell
-86,525
Closed -$1.98M – 958
2018
Q3 		$1.98M Sell
86,525
-2,010
-2% -$50.2K 0.08% 230
2018
Q2 		$2.35M Buy
88,535
+530
+0.6% +$15.2K 0.1% 200
2018
Q1 		$2.82M Buy
88,005
+2,771
+3% +$95.6K 0.14% 156
2017
Q4 		$3.11M Sell
85,234
-1,719
-2% -$62.2K 0.15% 139
2017
Q3 		$3.05M Buy
86,953
+3,487
+4% +$119K 0.17% 124
2017
Q2 		$2.94M Sell
83,466
-781
-0.9% -$25.5K 0.18% 111
2017
Q1 		$2.58M Buy
84,247
+18,550
+28% +$580K 0.17% 125
2016
Q4 		$1.99M Buy
65,697
+25,210
+62% +$775K 0.15% 131
2016
Q3 		$1.27M Buy
40,487
+8,773
+28% +$258K 0.12% 159
2016
Q2 		$818K Buy
31,714
+7,316
+30% +$217K 0.09% 186
2016
Q1 		$751K Buy
24,398
+14,693
+151% +$424K 0.09% 182
2015
Q4 		$292K Buy
+9,705
New +$318K 0.03% 322

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

Atria Investments's IVZ Position: Q1 2026 in Review

Atria Investments opened a new position in Invesco (IVZ) in Q1 2026: 14,785 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #1641 among its holdings. This is a return to the name: Atria Investments previously reported a position in IVZ as recently as Q1 2020.

Atria Investments first reported a position in IVZ in Q4 2015 and has held it in 17 quarters since. The position peaked at $3.11M in Q4 2017. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Atria Investments held 14,785 shares of Invesco worth $359K as of Q1 2026.
  • Invesco was a new Atria Investments position in Q1 2026.
  • Invesco made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1641 holding.
  • Atria Investments first reported a position in Invesco in Q4 2015 and has held it in 17 quarters since.
  • Atria Investments's Invesco position peaked at $3.11M in Q4 2017.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.