Cetera Investment Advisers
IVZ icon

Cetera Investment Advisers’s Invesco IVZ Stock Holding History

Cetera Investment Advisers’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 		$3.46M Sell
131,295
-13,960
-10% -$370K ﹤0.01% 1889
2026
Q1 		$3.53M Buy
145,255
+13,137
+10% +$344K ﹤0.01% 1763
2025
Q4 		$3.47M Buy
132,118
+6,489
+5% +$158K ﹤0.01% 1736
2025
Q3 		$2.88M Buy
125,629
+45,056
+56% +$935K ﹤0.01% 1863
2025
Q2 		$1.27M Sell
80,573
-4,661
-5% -$66.9K ﹤0.01% 2178
2025
Q1 		$1.29M Buy
85,234
+6,239
+8% +$106K ﹤0.01% 2060
2024
Q4 		$1.38M Sell
78,995
-6,032
-7% -$107K ﹤0.01% 1932
2024
Q3 		$1.49M Buy
85,027
+1,037
+1% +$17K ﹤0.01% 1816
2024
Q2 		$1.26M Sell
83,990
-8,069
-9% -$124K ﹤0.01% 1912
2024
Q1 		$1.53M Buy
92,059
+71,787
+354% +$1.16M ﹤0.01% 1753
2023
Q4 		$362K Sell
20,272
-1,253
-6% -$18.1K ﹤0.01% 1675
2023
Q3 		$313K Sell
21,525
-4,391
-17% -$70.7K ﹤0.01% 1698
2023
Q2 		$436K Sell
25,916
-3,432
-12% -$55.2K ﹤0.01% 1530
2023
Q1 		$481K Sell
29,348
-324
-1% -$5.78K ﹤0.01% 1460
2022
Q4 		$534K Buy
29,672
+2,261
+8% +$38.7K ﹤0.01% 1342
2022
Q3 		$376K Buy
27,411
+3,666
+15% +$61.8K 0.01% 1139
2022
Q2 		$383K Buy
23,745
+7,042
+42% +$133K 0.01% 1260
2022
Q1 		$385K Sell
16,703
-5,296
-24% -$117K 0.01% 1344
2021
Q4 		$506K Sell
21,999
-1,252
-5% -$30.5K 0.01% 1177
2021
Q3 		$561K Sell
23,251
-39,438
-63% -$986K 0.01% 1073
2021
Q2 		$1.68M Buy
62,689
+405
+0.7% +$11K 0.03% 577
2021
Q1 		$1.57M Buy
62,284
+47,888
+333% +$1.07M 0.03% 492
2020
Q4 		$251K Buy
+14,396
New +$221K 0.01% 1341

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

Cetera Investment Advisers's IVZ Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Invesco (IVZ) stake by 9.6% in Q2 2026, selling an estimated $370K and leaving 131,295 shares worth $3.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

Cetera Investment Advisers first reported a position in IVZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.53M in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cetera Investment Advisers held 131,295 shares of Invesco worth $3.46M as of Q2 2026.
  • Cetera Investment Advisers sold 13,960 Invesco shares in Q2 2026, an estimated $370K.
  • Invesco made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1889 holding.
  • Cetera Investment Advisers first reported a position in Invesco in Q4 2020 and has held it in 23 quarters since.
  • Cetera Investment Advisers's Invesco position peaked at $3.53M in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.