Choreo LLC’s Invesco IVZ Stock Holding History

Choreo LLC’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	$372K	Buy	14,087 +1,332	+10%	+$35.3K	﹤0.01%	1186
2026 Q1	$310K	Buy	12,755 +508	+4%	+$13.3K	﹤0.01%	1231
2025 Q4	$324K	Buy	+12,247	New	+$299K	﹤0.01%	1177

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Choreo LLC's IVZ Position: Q2 2026 in Review

Choreo LLC increased its Invesco (IVZ) stake by 10% in Q2 2026, buying an estimated $35.3K and bringing the position to 14,087 shares worth $372K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Choreo LLC first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Choreo LLC held 14,087 shares of Invesco worth $372K as of Q2 2026.
Choreo LLC bought 1,332 Invesco shares in Q2 2026, an estimated $35.3K.
Invesco made up ﹤0.01% of Choreo LLC's portfolio in Q2 2026, its #1186 holding.
Choreo LLC first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.