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Basecamp Wealth Advisors’s Invesco IVZ Stock Holding History

Basecamp Wealth Advisors’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 		$19.7K Buy
745
+130
+21% +$3.45K ﹤0.01% 820
2026
Q1 		$14.9K Buy
615
+295
+92% +$7.72K ﹤0.01% 908
2025
Q4 		$8.41K Buy
+320
New +$7.82K ﹤0.01% 1021

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

Basecamp Wealth Advisors's IVZ Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Invesco (IVZ) stake by 21% in Q2 2026, buying an estimated $3.45K and bringing the position to 745 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Basecamp Wealth Advisors first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Basecamp Wealth Advisors held 745 shares of Invesco worth $19.7K as of Q2 2026.
  • Basecamp Wealth Advisors bought 130 Invesco shares in Q2 2026, an estimated $3.45K.
  • Invesco made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #820 holding.
  • Basecamp Wealth Advisors first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.