BJL
IVZ icon

Brighton Jones LLC’s Invesco IVZ Stock Holding History

Brighton Jones LLC’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 		$1.55M Buy
58,860
+86
+0.1% +$2.28K 0.03% 376
2026
Q1 		$1.43M Buy
+58,774
New +$1.54M 0.03% 361
2025
Q4 		– Sell
-41,802
Closed -$959K – 504
2025
Q3 		$959K Buy
41,802
+7,959
+24% +$165K 0.02% 409
2025
Q2 		$534K Buy
+33,843
New +$486K 0.01% 511

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

Brighton Jones LLC's IVZ Position: Q2 2026 in Review

Brighton Jones LLC increased its Invesco (IVZ) stake by 0.15% in Q2 2026, buying an estimated $2.28K and bringing the position to 58,860 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #376.

Brighton Jones LLC first reported a position in IVZ in Q2 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Brighton Jones LLC held 58,860 shares of Invesco worth $1.55M as of Q2 2026.
  • Brighton Jones LLC bought 86 Invesco shares in Q2 2026, an estimated $2.28K.
  • Invesco made up 0.03% of Brighton Jones LLC's portfolio in Q2 2026, its #376 holding.
  • Brighton Jones LLC first reported a position in Invesco in Q2 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.