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Cambridge Financial Group’s Invesco IVZ Stock Holding History

Cambridge Financial Group’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 		$8.79M Buy
333,010
+9,165
+3% +$243K 3.06% 23
2026
Q1 		$7.87M Buy
323,845
+9,220
+3% +$241K 2.94% 20
2025
Q4 		$8.27M Buy
+314,625
New +$7.68M 3.16% 16
2022
Q1 		$6.92M Buy
299,880
+29,120
+11% +$646K 3.1% 18
2021
Q4 		$6.23M Buy
270,760
+7,925
+3% +$193K 2.45% 28
2021
Q3 		$6.34M Buy
262,835
+12,665
+5% +$317K 2.79% 28
2021
Q2 		$6.69M Buy
+250,170
New +$6.82M 2.86% 29

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

Cambridge Financial Group's IVZ Position: Q2 2026 in Review

Cambridge Financial Group increased its Invesco (IVZ) stake by 2.8% in Q2 2026, buying an estimated $243K and bringing the position to 333,010 shares worth $8.79M. The position accounts for 3.06% of the portfolio, ranked #23.

Cambridge Financial Group first reported a position in IVZ in Q2 2021 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cambridge Financial Group held 333,010 shares of Invesco worth $8.79M as of Q2 2026.
  • Cambridge Financial Group bought 9,165 Invesco shares in Q2 2026, an estimated $243K.
  • Invesco made up 3.06% of Cambridge Financial Group's portfolio in Q2 2026, its #23 holding.
  • Cambridge Financial Group first reported a position in Invesco in Q2 2021 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cambridge Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.