Bayesian Capital Management’s Invesco IVZ Stock Holding History

Bayesian Capital Management’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	$311K	Buy	+11,800	New	+$313K	0.2%	147
2024 Q1	–	Sell	-73,200	Closed	-$1.31M	–	943
2023 Q4	$1.31M	Buy	73,200 +48,500	+196%	+$700K	0.14%	183
2023 Q3	$359K	Sell	24,700 -9,800	-28%	-$158K	0.04%	428
2023 Q2	$580K	Buy	+34,500	New	+$555K	0.06%	375
2022 Q4	–	Sell	-24,600	Closed	-$337K	–	899
2022 Q3	$337K	Buy	24,600 +11,000	+81%	+$186K	0.07%	377
2022 Q2	$219K	Buy	+13,600	New	+$257K	0.04%	591
2021 Q4	–	Sell	-9,300	Closed	-$224K	–	451
2021 Q3	$224K	Sell	9,300 -11,809	-56%	-$295K	0.06%	328
2021 Q2	$564K	Buy	+21,109	New	+$575K	0.15%	175
2019 Q4	–	Sell	-12,000	Closed	-$203K	–	673
2019 Q3	$203K	Buy	+12,000	New	+$212K	0.04%	446
2019 Q2	–	Sell	-21,400	Closed	-$413K	–	593
2019 Q1	$413K	Buy	+21,400	New	+$400K	0.08%	329

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bayesian Capital Management's IVZ Position: Q2 2026 in Review

Bayesian Capital Management opened a new position in Invesco (IVZ) in Q2 2026: 11,800 shares worth $311K. The stake represents 0.2% of the portfolio and ranks #147 among its holdings. This is a return to the name: Bayesian Capital Management previously reported a position in IVZ as recently as Q4 2023.

Bayesian Capital Management first reported a position in IVZ in Q1 2019 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2023. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Bayesian Capital Management held 11,800 shares of Invesco worth $311K as of Q2 2026.
Invesco was a new Bayesian Capital Management position in Q2 2026.
Invesco made up 0.2% of Bayesian Capital Management's portfolio in Q2 2026, its #147 holding.
Bayesian Capital Management first reported a position in Invesco in Q1 2019 and has held it in 10 quarters since.
Bayesian Capital Management's Invesco position peaked at $1.31M in Q4 2023.
668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Bayesian Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.