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Aviance Capital Partners’s Invesco IVZ Stock Holding History

Aviance Capital 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
Q1 		$1.14M Buy
46,805
+51
+0.1% +$1.33K 0.13% 141
2025
Q4 		$1.23M Buy
46,754
+2,611
+6% +$63.8K 0.14% 136
2025
Q3 		$1.01M Buy
+44,143
New +$916K 0.12% 156
2025
Q1 		– Sell
-12,802
Closed -$224K – 341
2024
Q4 		$224K Sell
12,802
-55,289
-81% -$985K 0.03% 292
2024
Q3 		$1.2M Buy
68,091
+12,858
+23% +$211K 0.16% 143
2024
Q2 		$826K Sell
55,233
-9,698
-15% -$149K 0.12% 164
2024
Q1 		$1.08M Buy
64,931
+1,829
+3% +$29.5K 0.16% 139
2023
Q4 		$1.13M Sell
63,102
-7,241
-10% -$104K 0.24% 110
2023
Q3 		$1.02M Sell
70,343
-1,497
-2% -$24.1K 0.23% 118
2023
Q2 		$1.21M Buy
71,840
+3,407
+5% +$54.8K 0.26% 110
2023
Q1 		$1.12M Sell
68,433
-2,283
-3% -$40.7K 0.25% 112
2022
Q4 		$1.27M Sell
70,716
-566
-0.8% -$9.68K 0.3% 92
2022
Q3 		$977K Sell
71,282
-5,829
-8% -$98.3K 0.24% 120
2022
Q2 		$1.24M Buy
77,111
+3,563
+5% +$67.4K 0.28% 106
2022
Q1 		$1.7M Sell
73,548
-1,985
-3% -$44K 0.31% 93
2021
Q4 		$1.74M Sell
75,533
-11,157
-13% -$272K 0.29% 80
2021
Q3 		$2.09M Buy
86,690
+1,360
+2% +$34K 0.37% 65
2021
Q2 		$2.28M Sell
85,330
-58,505
-41% -$1.59M 0.4% 60
2021
Q1 		$3.63M Sell
143,835
-15,166
-10% -$340K 0.7% 39
2020
Q4 		$2.77M Sell
159,001
-641
-0.4% -$9.86K 0.56% 43
2020
Q3 		$1.82M Sell
159,642
-9,815
-6% -$104K 0.41% 64
2020
Q2 		$1.82M Buy
169,457
+12,151
+8% +$109K 0.45% 55
2020
Q1 		$1.43M Sell
157,306
-13,687
-8% -$208K 0.45% 54
2019
Q4 		$3.07M Buy
170,993
+12,850
+8% +$219K 0.79% 25
2019
Q3 		$2.68M Buy
158,143
+77,708
+97% +$1.37M 0.79% 26
2019
Q2 		$1.65M Buy
80,435
+36,229
+82% +$752K 0.45% 51
2019
Q1 		$854K Buy
44,206
+6,846
+18% +$128K 0.24% 115
2018
Q4 		$625K Buy
+37,360
New +$748K 0.22% 126

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

Aviance Capital Partners's IVZ Position: Q1 2026 in Review

Aviance Capital Partners increased its Invesco (IVZ) stake by 0.11% in Q1 2026, buying an estimated $1.33K and bringing the position to 46,805 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #141.

Aviance Capital Partners first reported a position in IVZ in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.63M in Q1 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Aviance Capital Partners held 46,805 shares of Invesco worth $1.14M as of Q1 2026.
  • Aviance Capital Partners bought 51 Invesco shares in Q1 2026, an estimated $1.33K.
  • Invesco made up 0.13% of Aviance Capital Partners's portfolio in Q1 2026, its #141 holding.
  • Aviance Capital Partners first reported a position in Invesco in Q4 2018 and has held it in 28 quarters since.
  • Aviance Capital Partners's Invesco position peaked at $3.63M in Q1 2021.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.