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Emerald Investment Advisers’s Invesco IVZ Stock Holding History

Emerald Investment Advisers’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 		$1.36M Buy
51,425
+24,432
+91% +$648K 0.09% 207
2026
Q1 		$656K Buy
+26,993
New +$706K 0.06% 216

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Emerald Investment Advisers's IVZ Position: Q2 2026 in Review

Emerald Investment Advisers increased its Invesco (IVZ) stake by 91% in Q2 2026, buying an estimated $648K and bringing the position to 51,425 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #207.

Emerald Investment Advisers first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Emerald Investment Advisers held 51,425 shares of Invesco worth $1.36M as of Q2 2026.
  • Emerald Investment Advisers bought 24,432 Invesco shares in Q2 2026, an estimated $648K.
  • Invesco made up 0.09% of Emerald Investment Advisers's portfolio in Q2 2026, its #207 holding.
  • Emerald Investment Advisers first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Emerald Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.