CFO
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CVA Family Office’s Invesco IVZ Stock Holding History

CVA Family Office’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
Q1 		$12.1K Buy
499
+461
+1,213% +$12.1K ﹤0.01% 931
2025
Q4 		$998 Hold
38
– – ﹤0.01% 1103
2025
Q3 		$872 Hold
38
– – ﹤0.01% 1148
2025
Q2 		$599 Sell
38
-35
-48% -$503 ﹤0.01% 1185
2025
Q1 		$1.11K Sell
73
-13
-15% -$222 ﹤0.01% 1087
2024
Q4 		$1.5K Hold
86
– – ﹤0.01% 1037
2024
Q3 		$1.51K Hold
86
– – ﹤0.01% 1014
2024
Q2 		$1.29K Buy
86
+46
+115% +$707 ﹤0.01% 1029
2024
Q1 		$664 Hold
40
– – ﹤0.01% 1019
2023
Q4 		$714 Buy
+40
New +$577 ﹤0.01% 1005
2023
Q1 		– Sell
-5
Closed -$90 – 991
2022
Q4 		$90 Sell
5
-1,120
-100% -$19.2K ﹤0.01% 940
2022
Q3 		$15K Buy
1,125
+835
+288% +$14.1K ﹤0.01% 577
2022
Q2 		$5K Sell
290
-580
-67% -$11K ﹤0.01% 746
2022
Q1 		$20K Buy
870
+690
+383% +$15.3K ﹤0.01% 561
2021
Q4 		$4K Buy
+180
New +$4.38K ﹤0.01% 778
2021
Q3 		– Sell
-275
Closed -$7K – 605
2021
Q2 		$7K Hold
275
– – ﹤0.01% 714
2021
Q1 		$7K Buy
+275
New +$6.17K ﹤0.01% 572

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

CVA Family Office's IVZ Position: Q1 2026 in Review

CVA Family Office increased its Invesco (IVZ) stake by 1,213% in Q1 2026, buying an estimated $12.1K and bringing the position to 499 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

CVA Family Office first reported a position in IVZ in Q1 2021 and has held it in 17 quarters since. The position peaked at $20K in Q1 2022. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • CVA Family Office held 499 shares of Invesco worth $12.1K as of Q1 2026.
  • CVA Family Office bought 461 Invesco shares in Q1 2026, an estimated $12.1K.
  • Invesco made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #931 holding.
  • CVA Family Office first reported a position in Invesco in Q1 2021 and has held it in 17 quarters since.
  • CVA Family Office's Invesco position peaked at $20K in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.