CPIG
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Chicago Partners Investment Group’s Invesco IVZ Stock Holding History

Chicago Partners Investment Group’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 		$688K Buy
26,910
+12,986
+93% +$340K 0.02% 711
2025
Q4 		$395K Buy
13,924
+2,274
+20% +$55.5K 0.01% 896
2025
Q3 		$279K Buy
+11,650
New +$242K 0.01% 991
2025
Q1 		– Sell
-17,315
Closed -$296K – 964
2024
Q4 		$296K Buy
+17,315
New +$308K 0.01% 661

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Chicago Partners Investment Group's IVZ Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Invesco (IVZ) stake by 93% in Q1 2026, buying an estimated $340K and bringing the position to 26,910 shares worth $688K. The position accounts for 0.02% of the portfolio, ranked #711.

Chicago Partners Investment Group first reported a position in IVZ in Q4 2024 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Chicago Partners Investment Group held 26,910 shares of Invesco worth $688K as of Q1 2026.
  • Chicago Partners Investment Group bought 12,986 Invesco shares in Q1 2026, an estimated $340K.
  • Invesco made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #711 holding.
  • Chicago Partners Investment Group first reported a position in Invesco in Q4 2024 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.