Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Invesco IVZ Stock Holding History

Cambridge Investment Research 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
Q1 		$1.32M Buy
54,172
+16,027
+42% +$419K ﹤0.01% 1938
2025
Q4 		$1M Buy
38,145
+10,040
+36% +$245K ﹤0.01% 2092
2025
Q3 		$645K Buy
28,105
+1,288
+5% +$26.7K ﹤0.01% 2437
2025
Q2 		$423K Sell
26,817
-9,622
-26% -$138K ﹤0.01% 2692
2025
Q1 		$553K Buy
36,439
+398
+1% +$6.79K ﹤0.01% 2335
2024
Q4 		$630K Buy
36,041
+3,583
+11% +$63.8K ﹤0.01% 2241
2024
Q3 		$570K Buy
32,458
+3,926
+14% +$64.5K ﹤0.01% 2305
2024
Q2 		$427K Sell
28,532
-43,543
-60% -$670K ﹤0.01% 2427
2024
Q1 		$1.2M Buy
72,075
+37,666
+109% +$608K ﹤0.01% 1611
2023
Q4 		$614K Sell
34,409
-2,175
-6% -$31.4K ﹤0.01% 2026
2023
Q3 		$531K Sell
36,584
-11,176
-23% -$180K ﹤0.01% 2035
2023
Q2 		$803K Sell
47,760
-159,881
-77% -$2.57M ﹤0.01% 1764
2023
Q1 		$3.4M Buy
207,641
+171,437
+474% +$3.06M 0.02% 816
2022
Q4 		$651K Sell
36,204
-1,134
-3% -$19.4K ﹤0.01% 1820
2022
Q3 		$512K Buy
37,338
+3,283
+10% +$55.4K ﹤0.01% 1916
2022
Q2 		$549K Sell
34,055
-14,799
-30% -$280K ﹤0.01% 1892
2022
Q1 		$1.13M Sell
48,854
-4,451
-8% -$98.7K 0.01% 1490
2021
Q4 		$1.23M Sell
53,305
-5,103
-9% -$124K 0.01% 1442
2021
Q3 		$1.41M Sell
58,408
-20,019
-26% -$501K 0.01% 1295
2021
Q2 		$2.1M Sell
78,427
-379,558
-83% -$10.3M 0.01% 1086
2021
Q1 		$11.6M Buy
457,985
+385,875
+535% +$8.65M 0.06% 292
2020
Q4 		$1.26M Buy
72,110
+12,304
+21% +$189K 0.01% 1170
2020
Q3 		$682K Buy
59,806
+31,583
+112% +$335K ﹤0.01% 1411
2020
Q2 		$304K Sell
28,223
-280
-1% -$2.51K ﹤0.01% 1873
2020
Q1 		$259K Sell
28,503
-23,667
-45% -$360K ﹤0.01% 1767
2019
Q4 		$938K Buy
52,170
+8,520
+20% +$145K 0.01% 1180
2019
Q3 		$739K Buy
43,650
+15,717
+56% +$278K 0.01% 1257
2019
Q2 		$572K Sell
27,933
-3,600
-11% -$74.7K 0.01% 1338
2019
Q1 		$609K Buy
31,533
+1,982
+7% +$37.1K 0.01% 1351
2018
Q4 		$495K Buy
29,551
+698
+2% +$14K 0.01% 1329
2018
Q3 		$660K Buy
28,853
+6,224
+28% +$156K 0.01% 1280
2018
Q2 		$601K Sell
22,629
-1,018
-4% -$29.3K 0.01% 1307
2018
Q1 		$757K Buy
23,647
+7,732
+49% +$267K 0.01% 1099
2017
Q4 		$582K Buy
15,915
+1,604
+11% +$58K 0.01% 1235
2017
Q3 		$501K Buy
14,311
+1,356
+10% +$46.3K 0.01% 1256
2017
Q2 		$456K Sell
12,955
-207
-2% -$6.75K 0.01% 1257
2017
Q1 		$403K Buy
13,162
+1,434
+12% +$44.8K 0.01% 1184
2016
Q4 		$356K Buy
11,728
+630
+6% +$19.4K 0.01% 1186
2016
Q3 		$347K Sell
11,098
-6,275
-36% -$184K 0.01% 1220
2016
Q2 		$444K Buy
17,373
+2,354
+16% +$69.9K 0.01% 982
2016
Q1 		$462K Buy
15,019
+1,639
+12% +$47.3K 0.01% 939
2015
Q4 		$448K Sell
13,380
-278
-2% -$9.11K 0.01% 900
2015
Q3 		$427K Buy
13,658
+2,330
+21% +$82.9K 0.01% 836
2015
Q2 		$425K Buy
11,328
+825
+8% +$33K 0.01% 891
2015
Q1 		$417K Sell
10,503
-607
-5% -$23.7K 0.01% 885
2014
Q4 		$439K Sell
11,110
-504
-4% -$19.9K 0.01% 841
2014
Q3 		$459K Buy
11,614
+3
+0% +$118 0.01% 874
2014
Q2 		$438K Buy
11,611
+1,474
+15% +$53.3K 0.02% 817
2014
Q1 		$375K Buy
+10,137
New +$351K 0.01% 851

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cambridge Investment Research Advisors's IVZ Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Invesco (IVZ) stake by 42% in Q1 2026, buying an estimated $419K and bringing the position to 54,172 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1938.

Cambridge Investment Research Advisors first reported a position in IVZ in Q1 2014 and has held it in 49 quarters since. The position peaked at $11.6M in Q1 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Cambridge Investment Research Advisors held 54,172 shares of Invesco worth $1.32M as of Q1 2026.
  • Cambridge Investment Research Advisors bought 16,027 Invesco shares in Q1 2026, an estimated $419K.
  • Invesco made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1938 holding.
  • Cambridge Investment Research Advisors first reported a position in Invesco in Q1 2014 and has held it in 49 quarters since.
  • Cambridge Investment Research Advisors's Invesco position peaked at $11.6M in Q1 2021.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.