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Pavaki Capital Management LLC’s Invesco IVZ Stock Holding History

Pavaki Capital Management LLC’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 		$528K Hold
20,000
– – 0.18% 86
2026
Q1 		$486K Hold
20,000
– – 0.21% 79
2025
Q4 		$525K Buy
+20,000
New +$489K 0.21% 64

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Pavaki Capital Management LLC's IVZ Position: Q2 2026 in Review

Pavaki Capital Management LLC held its Invesco (IVZ) position steady in Q2 2026 at 20,000 shares worth $528K. The position accounts for 0.18% of the portfolio, ranked #86.

Pavaki Capital Management LLC first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 339 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Pavaki Capital Management LLC held 20,000 shares of Invesco worth $528K as of Q2 2026.
  • Pavaki Capital Management LLC left its Invesco share count unchanged in Q2 2026.
  • Invesco made up 0.18% of Pavaki Capital Management LLC's portfolio in Q2 2026, its #86 holding.
  • Pavaki Capital Management LLC first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 339 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Pavaki Capital Management LLC's 13F filing for Q2 2026, filed 7 Aug 2026.