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Elo Mutual Pension Insurance’s Invesco IVZ Stock Holding History

Elo Mutual Pension Insurance’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
Q1 		$400K Sell
16,463
-5,067
-24% -$133K 0.01% 556
2025
Q4 		$566K Sell
21,530
-28,793
-57% -$703K 0.01% 558
2025
Q3 		$1.15M Buy
50,323
+5,944
+13% +$123K 0.02% 484
2025
Q2 		$700K Buy
44,379
+7,373
+20% +$106K 0.01% 523
2025
Q1 		$561K Buy
+37,006
New +$632K 0.01% 535
2023
Q4 		– Sell
-28,760
Closed -$418K – 482
2023
Q3 		$418K Buy
28,760
+652
+2% +$10.5K 0.01% 463
2023
Q2 		$472K Buy
28,108
+747
+3% +$12K 0.01% 459
2023
Q1 		$449K Buy
27,361
+1,448
+6% +$25.8K 0.01% 437
2022
Q4 		$466K Buy
25,913
+465
+2% +$7.95K 0.02% 448
2022
Q3 		$349K Sell
25,448
-1,736
-6% -$29.3K 0.01% 448
2022
Q2 		$438K Sell
27,184
-29,271
-52% -$554K 0.01% 456
2022
Q1 		$1.3M Buy
56,455
+30,716
+119% +$681K 0.04% 371
2021
Q4 		$593K Buy
25,739
+1,638
+7% +$39.9K 0.02% 438
2021
Q3 		$581K Sell
24,101
-4,066
-14% -$102K 0.02% 407
2021
Q2 		$753K Hold
28,167
– – 0.03% 388
2021
Q1 		$710K Buy
28,167
+419
+2% +$9.4K 0.02% 390
2020
Q4 		$484K Buy
+27,748
New +$427K 0.02% 416

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Elo Mutual Pension Insurance's IVZ Position: Q1 2026 in Review

Elo Mutual Pension Insurance reduced its Invesco (IVZ) stake by 24% in Q1 2026, selling an estimated $133K and leaving 16,463 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #556.

Elo Mutual Pension Insurance first reported a position in IVZ in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.3M in Q1 2022. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Elo Mutual Pension Insurance held 16,463 shares of Invesco worth $400K as of Q1 2026.
  • Elo Mutual Pension Insurance sold 5,067 Invesco shares in Q1 2026, an estimated $133K.
  • Invesco made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q1 2026, its #556 holding.
  • Elo Mutual Pension Insurance first reported a position in Invesco in Q4 2020 and has held it in 17 quarters since.
  • Elo Mutual Pension Insurance's Invesco position peaked at $1.3M in Q1 2022.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.