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IVZ icon

AXQ Capital’s Invesco IVZ Stock Holding History

AXQ Capital’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 		$993K Sell
37,631
-20,959
-36% -$556K 0.11% 294
2026
Q1 		$1.42M Buy
+58,590
New +$1.53M 0.18% 182
2025
Q4 		– Sell
-16,213
Closed -$372K – 837
2025
Q3 		$372K Buy
16,213
+4,662
+40% +$96.8K 0.14% 260
2025
Q2 		$182K Sell
11,551
-22,250
-66% -$320K 0.06% 475
2025
Q1 		$513K Buy
+33,801
New +$577K 0.21% 181
2024
Q3 		– Sell
-63,405
Closed -$949K – 513
2024
Q2 		$949K Buy
63,405
+32,405
+105% +$498K 0.22% 168
2024
Q1 		$514K Sell
31,000
-26,100
-46% -$421K 0.12% 298
2023
Q4 		$1.02M Buy
57,100
+34,800
+156% +$502K 0.27% 116
2023
Q3 		$324K Buy
+22,300
New +$359K 0.11% 297
2023
Q2 		– Sell
-38,795
Closed -$636K – 436
2023
Q1 		$636K Buy
+38,795
New +$692K 0.25% 125

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

AXQ Capital's IVZ Position: Q2 2026 in Review

AXQ Capital reduced its Invesco (IVZ) stake by 36% in Q2 2026, selling an estimated $556K and leaving 37,631 shares worth $993K. The position accounts for 0.11% of the portfolio, ranked #294.

AXQ Capital first reported a position in IVZ in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • AXQ Capital held 37,631 shares of Invesco worth $993K as of Q2 2026.
  • AXQ Capital sold 20,959 Invesco shares in Q2 2026, an estimated $556K.
  • Invesco made up 0.11% of AXQ Capital's portfolio in Q2 2026, its #294 holding.
  • AXQ Capital first reported a position in Invesco in Q1 2023 and has held it in 10 quarters since.
  • AXQ Capital's Invesco position peaked at $1.42M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on AXQ Capital's 13F filing for Q2 2026, filed 6 Aug 2026.