Easterly Investment Partners’s Invesco IVZ Stock Holding History

Easterly Investment Partners’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	$3M	Buy	+113,750	New	+$3.02M	0.15%	123

Other funds holding IVZ

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Easterly Investment Partners's IVZ Position: Q2 2026 in Review

Easterly Investment Partners opened a new position in Invesco (IVZ) in Q2 2026: 113,750 shares worth $3M. The stake represents 0.15% of the portfolio and ranks #123 among its holdings.

197 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Easterly Investment Partners held 113,750 shares of Invesco worth $3M as of Q2 2026.
Invesco was a new Easterly Investment Partners position in Q2 2026.
Invesco made up 0.15% of Easterly Investment Partners's portfolio in Q2 2026, its #123 holding.
197 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.