Curio Wealth’s Invesco IVZ Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$73	–	606
2026 Q1	$73	Buy	+3	New	+$78	﹤0.01%	1047

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 $3.38T AUM 44.17% 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

Curio Wealth's IVZ Position: Q2 2026 in Review

Curio Wealth sold out of Invesco (IVZ) in Q2 2026, closing a stake of 3 shares — an estimated $73 sold.

Curio Wealth first reported a position in IVZ in Q1 2026 and held it in 1 quarter. The position peaked at $73 in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Curio Wealth reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 Invesco shares in Q2 2026, an estimated $73.
Curio Wealth first reported a position in Invesco in Q1 2026 and held it in 1 quarter.
Curio Wealth's Invesco position peaked at $73 in Q1 2026.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.