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Checchi Capital Advisers’s Invesco IVZ Stock Holding History

Checchi Capital 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 		$208K Buy
+7,874
New +$209K 0.01% 579
2016
Q3 		– Sell
-3,535
Closed -$90K – 798
2016
Q2 		$90K Sell
3,535
-511
-13% -$15.2K 0.01% 625
2016
Q1 		$124K Buy
+4,046
New +$117K 0.03% 501

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 $3.38T AUM 44.17% 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

Checchi Capital Advisers's IVZ Position: Q2 2026 in Review

Checchi Capital Advisers opened a new position in Invesco (IVZ) in Q2 2026: 7,874 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Checchi Capital Advisers previously reported a position in IVZ as recently as Q2 2016.

Checchi Capital Advisers first reported a position in IVZ in Q1 2016 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Checchi Capital Advisers held 7,874 shares of Invesco worth $208K as of Q2 2026.
  • Invesco was a new Checchi Capital Advisers position in Q2 2026.
  • Invesco made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #579 holding.
  • Checchi Capital Advisers first reported a position in Invesco in Q1 2016 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.