Bull Harbor Capital’s Invesco IVZ Stock Holding History

Bull Harbor Capital’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	$869K	Buy	32,939 +6,868	+26%	+$182K	0.17%	176
2026 Q1	$633K	Buy	+26,071	New	+$682K	0.17%	190

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

Bull Harbor Capital's IVZ Position: Q2 2026 in Review

Bull Harbor Capital increased its Invesco (IVZ) stake by 26% in Q2 2026, buying an estimated $182K and bringing the position to 32,939 shares worth $869K. The position accounts for 0.17% of the portfolio, ranked #176.

Bull Harbor Capital first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Bull Harbor Capital held 32,939 shares of Invesco worth $869K as of Q2 2026.
Bull Harbor Capital bought 6,868 Invesco shares in Q2 2026, an estimated $182K.
Invesco made up 0.17% of Bull Harbor Capital's portfolio in Q2 2026, its #176 holding.
Bull Harbor Capital first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.