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Clearstead Advisors’s Invesco IVZ Stock Holding History

Clearstead Advisors’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 		$47.8K Buy
1,811
+1,613
+815% +$42.8K ﹤0.01% 1515
2026
Q1 		$4.81K Sell
198
-1,657
-89% -$43.3K ﹤0.01% 1746
2025
Q4 		$48.7K Sell
1,855
-533
-22% -$13K ﹤0.01% 1417
2025
Q3 		$54.8K Buy
2,388
+914
+62% +$19K ﹤0.01% 1255
2025
Q2 		$23.2K Sell
1,474
-1,266
-46% -$18.2K ﹤0.01% 1565
2025
Q1 		$41.6K Buy
+2,740
New +$46.8K ﹤0.01% 1215
2024
Q4 		– Sell
-10
Closed -$176 – 2140
2024
Q3 		$176 Buy
+10
New +$164 ﹤0.01% 1989
2021
Q2 		– Sell
-17
Closed – – 1282
2021
Q1 		$0 Buy
+17
New +$381 ﹤0.01% 1148

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

Clearstead Advisors's IVZ Position: Q2 2026 in Review

Clearstead Advisors increased its Invesco (IVZ) stake by 815% in Q2 2026, buying an estimated $42.8K and bringing the position to 1,811 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1515.

Clearstead Advisors first reported a position in IVZ in Q1 2021 and has held it in 8 quarters since. The position peaked at $54.8K in Q3 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Clearstead Advisors held 1,811 shares of Invesco worth $47.8K as of Q2 2026.
  • Clearstead Advisors bought 1,613 Invesco shares in Q2 2026, an estimated $42.8K.
  • Invesco made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1515 holding.
  • Clearstead Advisors first reported a position in Invesco in Q1 2021 and has held it in 8 quarters since.
  • Clearstead Advisors's Invesco position peaked at $54.8K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.