Bell Investment Advisors’s Invesco IVZ Stock Holding History

Bell Investment 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	–	Sell	-19	Closed	-$462	–	1866
2026 Q1	$462	Buy	+19	New	+$497	﹤0.01%	1781
2025 Q2	–	Sell	-267	Closed	-$4.05K	–	1935
2025 Q1	$4.05K	Hold	267	–	–	﹤0.01%	1014
2024 Q4	$4.67K	Sell	267 -212	-44%	-$3.78K	﹤0.01%	956
2024 Q3	$8.41K	Sell	479 -36	-7%	-$591	﹤0.01%	689
2024 Q2	$7.71K	Hold	515	–	–	﹤0.01%	715
2024 Q1	$8.54K	Hold	515	–	–	﹤0.01%	658
2023 Q4	$9.19K	Buy	515 +93	+22%	+$1.34K	﹤0.01%	593
2023 Q3	$6.13K	Buy	422 +255	+153%	+$4.11K	﹤0.01%	708
2023 Q2	$2.81K	Sell	167 -127	-43%	-$2.04K	﹤0.01%	1124
2023 Q1	$4.82K	Buy	294 +60	+26%	+$1.07K	﹤0.01%	808
2022 Q4	$4.21K	Buy	234 +169	+260%	+$2.89K	﹤0.01%	897
2022 Q3	$1K	Sell	65 -36	-36%	-$607	﹤0.01%	1449
2022 Q2	$2K	Buy	+101	New	+$1.91K	﹤0.01%	1168
2021 Q4	$5K	Buy	218 +145	+199%	+$3.53K	﹤0.01%	767
2021 Q3	$2K	Buy	+73	New	+$1.83K	﹤0.01%	1088

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

Bell Investment Advisors's IVZ Position: Q2 2026 in Review

Bell Investment Advisors sold out of Invesco (IVZ) in Q2 2026, closing a stake of 19 shares — an estimated $462 sold.

Bell Investment Advisors first reported a position in IVZ in Q3 2021 and held it in 15 quarters. The position peaked at $9.19K in Q4 2023. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Bell Investment Advisors reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
Bell Investment Advisors sold 19 Invesco shares in Q2 2026, an estimated $462.
Bell Investment Advisors first reported a position in Invesco in Q3 2021 and held it in 15 quarters.
Bell Investment Advisors's Invesco position peaked at $9.19K in Q4 2023.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.