CIM
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Contravisory Investment Management’s Invesco IVZ Stock Holding History

Contravisory Investment Management’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 		$1.32M Buy
49,852
+882
+2% +$23.4K 0.23% 73
2026
Q1 		$1.19M Sell
48,970
-172
-0.4% -$4.5K 0.24% 57
2025
Q4 		$1.29M Buy
49,142
+45,260
+1,166% +$1.11M 0.26% 50
2025
Q3 		$89.1K Buy
3,882
+1,779
+85% +$36.9K 0.02% 263
2025
Q2 		$33.2K Sell
2,103
-44,692
-96% -$642K 0.01% 285
2025
Q1 		$710K Buy
+46,795
New +$799K 0.15% 100
2023
Q3 		– Sell
-30,437
Closed -$512K – 358
2023
Q2 		$512K Buy
30,437
+599
+2% +$9.64K 0.14% 103
2023
Q1 		$489K Buy
+29,838
New +$532K 0.14% 95
2021
Q4 		– Sell
-20,166
Closed -$486K – 300
2021
Q3 		$486K Hold
20,166
– – 0.15% 84
2021
Q2 		$539K Sell
20,166
-347
-2% -$9.46K 0.16% 74
2021
Q1 		$517K Sell
20,513
-299
-1% -$6.71K 0.16% 67
2020
Q4 		$363K Buy
+20,812
New +$320K 0.11% 93
2018
Q2 		– Sell
-9,248
Closed -$296K – 350
2018
Q1 		$296K Buy
9,248
+716
+8% +$24.7K 0.11% 123
2017
Q4 		$312K Buy
8,532
+1,130
+15% +$40.9K 0.11% 103
2017
Q3 		$259K Buy
+7,402
New +$253K 0.09% 118

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Contravisory Investment Management's IVZ Position: Q2 2026 in Review

Contravisory Investment Management increased its Invesco (IVZ) stake by 1.8% in Q2 2026, buying an estimated $23.4K and bringing the position to 49,852 shares worth $1.32M. The position accounts for 0.23% of the portfolio, ranked #73.

Contravisory Investment Management first reported a position in IVZ in Q3 2017 and has held it in 15 quarters since. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Contravisory Investment Management held 49,852 shares of Invesco worth $1.32M as of Q2 2026.
  • Contravisory Investment Management bought 882 Invesco shares in Q2 2026, an estimated $23.4K.
  • Invesco made up 0.23% of Contravisory Investment Management's portfolio in Q2 2026, its #73 holding.
  • Contravisory Investment Management first reported a position in Invesco in Q3 2017 and has held it in 15 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.