AC
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
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 $2.17B 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

AXQ Capital's IVZ Position: Q1 2026 in Review

AXQ Capital opened a new position in Invesco (IVZ) in Q1 2026: 58,590 shares worth $1.42M. The stake represents 0.18% of the portfolio and ranks #182 among its holdings. This is a return to the name: AXQ Capital previously reported a position in IVZ as recently as Q3 2025.

AXQ Capital first reported a position in IVZ in Q1 2023 and has held it in 9 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • AXQ Capital held 58,590 shares of Invesco worth $1.42M as of Q1 2026.
  • Invesco was a new AXQ Capital position in Q1 2026.
  • Invesco made up 0.18% of AXQ Capital's portfolio in Q1 2026, its #182 holding.
  • AXQ Capital first reported a position in Invesco in Q1 2023 and has held it in 9 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on AXQ Capital's 13F filing for Q1 2026, filed 13 May 2026.