Certuity’s Invesco IVZ Stock Holding History

Certuity’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	$268K	Sell	10,140 -109	-1%	-$2.89K	0.01%	528
2026 Q1	$249K	Buy	10,249 +1,666	+19%	+$43.6K	0.02%	519
2025 Q4	$225K	Buy	+8,583	New	+$210K	0.01%	509

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

Certuity's IVZ Position: Q2 2026 in Review

Certuity reduced its Invesco (IVZ) stake by 1.1% in Q2 2026, selling an estimated $2.89K and leaving 10,140 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #528.

Certuity first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Certuity held 10,140 shares of Invesco worth $268K as of Q2 2026.
Certuity sold 109 Invesco shares in Q2 2026, an estimated $2.89K.
Invesco made up 0.01% of Certuity's portfolio in Q2 2026, its #528 holding.
Certuity first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.