EF
IVZ icon

Empowered Funds’s Invesco IVZ Stock Holding History

Empowered Funds’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 		$211K Buy
+8,001
New +$212K ﹤0.01% 2000
2024
Q1 		– Sell
-62,048
Closed -$1.11M – 1408
2023
Q4 		$1.11M Buy
+62,048
New +$895K 0.03% 728
2021
Q4 		– Sell
-68,923
Closed -$1.66M – 268
2021
Q3 		$1.66M Buy
68,923
+2,556
+4% +$63.9K 0.21% 104
2021
Q2 		$1.77M Buy
+66,367
New +$1.81M 0.23% 120

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

Empowered Funds's IVZ Position: Q2 2026 in Review

Empowered Funds opened a new position in Invesco (IVZ) in Q2 2026: 8,001 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #2000 among its holdings. This is a return to the name: Empowered Funds previously reported a position in IVZ as recently as Q4 2023.

Empowered Funds first reported a position in IVZ in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.77M in Q2 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Empowered Funds held 8,001 shares of Invesco worth $211K as of Q2 2026.
  • Invesco was a new Empowered Funds position in Q2 2026.
  • Invesco made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #2000 holding.
  • Empowered Funds first reported a position in Invesco in Q2 2021 and has held it in 4 quarters since.
  • Empowered Funds's Invesco position peaked at $1.77M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.