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Catalyst Funds Management’s Invesco IVZ Stock Holding History

Catalyst Funds Management’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 		$249K Buy
+9,453
New +$251K 0.01% 537
2025
Q4 		– Sell
-14,200
Closed -$326K – 458
2025
Q3 		$326K Buy
+14,200
New +$295K 0.05% 315
2024
Q4 		– Sell
-2,800
Closed -$49.2K – 797
2024
Q3 		$49.2K Buy
+2,800
New +$46K 0.01% 802
2024
Q2 		– Sell
-153,000
Closed -$2.54M – 1376
2024
Q1 		$2.54M Buy
+153,000
New +$2.47M 0.71% 38

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

Catalyst Funds Management's IVZ Position: Q2 2026 in Review

Catalyst Funds Management opened a new position in Invesco (IVZ) in Q2 2026: 9,453 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #537 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in IVZ as recently as Q3 2025.

Catalyst Funds Management first reported a position in IVZ in Q1 2024 and has held it in 4 quarters since. The position peaked at $2.54M in Q1 2024. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Catalyst Funds Management held 9,453 shares of Invesco worth $249K as of Q2 2026.
  • Invesco was a new Catalyst Funds Management position in Q2 2026.
  • Invesco made up 0.01% of Catalyst Funds Management's portfolio in Q2 2026, its #537 holding.
  • Catalyst Funds Management first reported a position in Invesco in Q1 2024 and has held it in 4 quarters since.
  • Catalyst Funds Management's Invesco position peaked at $2.54M in Q1 2024.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.