Darwin Wealth Management
IVZ icon

Darwin Wealth Management’s Invesco IVZ Stock Holding History

Darwin Wealth 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
Q3 		$44.2K Buy
+1,467
New +$45.2K 0.01% 342

Other funds holding IVZ

Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Darwin Wealth Management's IVZ Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Invesco (IVZ) in Q3 2026: 1,467 shares worth $44.2K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings.

413 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Darwin Wealth Management held 1,467 shares of Invesco worth $44.2K as of Q3 2026.
  • Invesco was a new Darwin Wealth Management position in Q3 2026.
  • Invesco made up 0.01% of Darwin Wealth Management's portfolio in Q3 2026, its #342 holding.
  • 413 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.