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
Q2 		$936K Buy
31,414
+4,504
+17% +$119K 0.02% 690
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 $2.38B 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

Chicago Partners Investment Group's IVZ Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Invesco (IVZ) stake by 17% in Q2 2026, buying an estimated $119K and bringing the position to 31,414 shares worth $936K. The position accounts for 0.02% of the portfolio, ranked #690.

Chicago Partners Investment Group first reported a position in IVZ in Q4 2024 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Chicago Partners Investment Group held 31,414 shares of Invesco worth $936K as of Q2 2026.
  • Chicago Partners Investment Group bought 4,504 Invesco shares in Q2 2026, an estimated $119K.
  • Invesco made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #690 holding.
  • Chicago Partners Investment Group first reported a position in Invesco in Q4 2024 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.