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 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 $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Certuity's IVZ Position: Q1 2026 in Review

Certuity increased its Invesco (IVZ) stake by 19% in Q1 2026, buying an estimated $43.6K and bringing the position to 10,249 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #519.

Certuity first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Certuity held 10,249 shares of Invesco worth $249K as of Q1 2026.
Certuity bought 1,666 Invesco shares in Q1 2026, an estimated $43.6K.
Invesco made up 0.02% of Certuity's portfolio in Q1 2026, its #519 holding.
Certuity first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.