CI
IVZ icon

CX Institutional’s Invesco IVZ Stock Holding History

CX Institutional’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 		$432K Buy
16,358
+225
+1% +$5.96K 0.01% 512
2026
Q1 		$392K Sell
16,133
-916
-5% -$24K 0.01% 522
2025
Q4 		$448K Buy
17,049
+497
+3% +$12.1K 0.01% 453
2025
Q3 		$380K Sell
16,552
-277
-2% -$5.75K 0.01% 505
2025
Q2 		$265K Buy
16,829
+5,645
+50% +$81.1K 0.01% 541
2025
Q1 		$170K Buy
11,184
+382
+4% +$6.52K 0.01% 644
2024
Q4 		$189K Buy
+10,802
New +$192K 0.01% 518
2022
Q4 		– Sell
-173,265
Closed -$2.37M – 531
2022
Q3 		$2.37M Buy
173,265
+172,781
+35,699% +$2.91M 0.16% 154
2022
Q2 		$8K Buy
+484
New +$9.16K ﹤0.01% 979
2021
Q4 		– Sell
-779
Closed -$19K – 632
2021
Q3 		$19K Buy
779
+98
+14% +$2.45K ﹤0.01% 747
2021
Q2 		$18K Buy
681
+136
+25% +$3.71K ﹤0.01% 756
2021
Q1 		$14K Buy
545
+95
+21% +$2.13K ﹤0.01% 723
2020
Q4 		$8K Buy
450
+24
+6% +$369 ﹤0.01% 753
2020
Q3 		$5K Buy
426
+379
+806% +$4.02K ﹤0.01% 744
2020
Q2 		$1K Sell
47
-240
-84% -$2.15K ﹤0.01% 809
2020
Q1 		$3K Buy
287
+239
+498% +$3.63K ﹤0.01% 617
2019
Q4 		$1K Sell
48
-161
-77% -$2.75K ﹤0.01% 711
2019
Q3 		$4K Buy
209
+11
+6% +$194 ﹤0.01% 624
2019
Q2 		$4K Buy
198
+115
+139% +$2.39K ﹤0.01% 650
2019
Q1 		$2K Buy
+83
New +$1.55K ﹤0.01% 688

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
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 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

CX Institutional's IVZ Position: Q2 2026 in Review

CX Institutional increased its Invesco (IVZ) stake by 1.4% in Q2 2026, buying an estimated $5.96K and bringing the position to 16,358 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #512.

CX Institutional first reported a position in IVZ in Q1 2019 and has held it in 20 quarters since. The position peaked at $2.37M in Q3 2022. 88 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • CX Institutional held 16,358 shares of Invesco worth $432K as of Q2 2026.
  • CX Institutional bought 225 Invesco shares in Q2 2026, an estimated $5.96K.
  • Invesco made up 0.01% of CX Institutional's portfolio in Q2 2026, its #512 holding.
  • CX Institutional first reported a position in Invesco in Q1 2019 and has held it in 20 quarters since.
  • CX Institutional's Invesco position peaked at $2.37M in Q3 2022.
  • 88 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.