Edgestream Partners’s Invesco IVZ Stock Holding History

Edgestream 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	$1.1M	Buy	41,845 +29,001	+226%	+$769K	0.03%	655
2026 Q1	$312K	Buy	+12,844	New	+$336K	0.01%	796
2025 Q4	–	Sell	-96,058	Closed	-$2.2M	–	1048
2025 Q3	$2.2M	Buy	+96,058	New	+$1.99M	0.06%	501
2024 Q4	–	Sell	-37,348	Closed	-$656K	–	970
2024 Q3	$656K	Buy	+37,348	New	+$613K	0.03%	649
2024 Q2	–	Sell	-47,298	Closed	-$785K	–	942
2024 Q1	$785K	Buy	47,298 +2,009	+4%	+$32.4K	0.04%	556
2023 Q4	$808K	Buy	+45,289	New	+$653K	0.06%	489
2023 Q2	–	Sell	-20,446	Closed	-$335K	–	805
2023 Q1	$335K	Buy	+20,446	New	+$365K	0.04%	458
2018 Q3	–	Sell	-64,571	Closed	-$1.72M	–	297
2018 Q2	$1.72M	Sell	64,571 -12,687	-16%	-$365K	0.35%	109
2018 Q1	$2.47M	Buy	+77,258	New	+$2.66M	0.49%	70

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Edgestream Partners's IVZ Position: Q2 2026 in Review

Edgestream Partners increased its Invesco (IVZ) stake by 226% in Q2 2026, buying an estimated $769K and bringing the position to 41,845 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #655.

Edgestream Partners first reported a position in IVZ in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.47M in Q1 2018. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Edgestream Partners held 41,845 shares of Invesco worth $1.1M as of Q2 2026.
Edgestream Partners bought 29,001 Invesco shares in Q2 2026, an estimated $769K.
Invesco made up 0.03% of Edgestream Partners's portfolio in Q2 2026, its #655 holding.
Edgestream Partners first reported a position in Invesco in Q1 2018 and has held it in 9 quarters since.
Edgestream Partners's Invesco position peaked at $2.47M in Q1 2018.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.