Belpointe Asset Management’s Invesco IVZ Stock Holding History

Belpointe Asset 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	$328K	Buy	+12,412	New	+$329K	0.01%	871
2023 Q2	–	Sell	-4,469	Closed	-$73.3K	–	1966
2023 Q1	$73.3K	Sell	4,469 -3,035	-40%	-$54.2K	﹤0.01%	1483
2022 Q4	$135K	Sell	7,504 -1,121	-13%	-$19.2K	0.01%	1076
2022 Q3	$118K	Sell	8,625 -806	-9%	-$13.6K	0.01%	1082
2022 Q2	$152K	Hold	9,431	–	–	0.01%	938
2022 Q1	$217K	Sell	9,431 -882	-9%	-$19.6K	0.01%	871
2021 Q4	$238K	Sell	10,313 -171	-2%	-$4.16K	0.01%	827
2021 Q3	$253K	Sell	10,484 -31,988	-75%	-$800K	0.02%	768
2021 Q2	$1.14M	Sell	42,472 -2,562	-6%	-$69.8K	0.08%	262
2021 Q1	$1.14M	Buy	+45,034	New	+$1.01M	0.1%	229
2018 Q1	–	Sell	-13,550	Closed	-$495K	–	414
2017 Q4	$495K	Buy	+13,550	New	+$490K	0.11%	217

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

Belpointe Asset Management's IVZ Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Invesco (IVZ) in Q2 2026: 12,412 shares worth $328K. The stake represents 0.01% of the portfolio and ranks #871 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in IVZ as recently as Q1 2023.

Belpointe Asset Management first reported a position in IVZ in Q4 2017 and has held it in 11 quarters since. The position peaked at $1.14M in Q1 2021. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Belpointe Asset Management held 12,412 shares of Invesco worth $328K as of Q2 2026.
Invesco was a new Belpointe Asset Management position in Q2 2026.
Invesco made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #871 holding.
Belpointe Asset Management first reported a position in Invesco in Q4 2017 and has held it in 11 quarters since.
Belpointe Asset Management's Invesco position peaked at $1.14M in Q1 2021.
668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.