CCA
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Carrera Capital Advisors’s Invesco IVZ Stock Holding History

Carrera Capital 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
Q2 		$252K Sell
9,542
-1,108
-10% -$29.4K 0.04% 175
2026
Q1 		$259K Sell
10,650
-817
-7% -$21.4K 0.04% 154
2025
Q4 		$301K Buy
11,467
+408
+4% +$9.96K 0.05% 130
2025
Q3 		$254K Buy
11,059
+119
+1% +$2.47K 0.05% 125
2025
Q2 		$173K Sell
10,940
-68,553
-86% -$984K 0.03% 139
2025
Q1 		$1.21M Buy
79,493
+10,781
+16% +$184K 0.27% 74
2024
Q4 		$1.2M Buy
+68,712
New +$1.22M 0.28% 61

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

Carrera Capital Advisors's IVZ Position: Q2 2026 in Review

Carrera Capital Advisors reduced its Invesco (IVZ) stake by 10% in Q2 2026, selling an estimated $29.4K and leaving 9,542 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #175.

Carrera Capital Advisors first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.21M in Q1 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Carrera Capital Advisors held 9,542 shares of Invesco worth $252K as of Q2 2026.
  • Carrera Capital Advisors sold 1,108 Invesco shares in Q2 2026, an estimated $29.4K.
  • Invesco made up 0.04% of Carrera Capital Advisors's portfolio in Q2 2026, its #175 holding.
  • Carrera Capital Advisors first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • Carrera Capital Advisors's Invesco position peaked at $1.21M in Q1 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.