EntryPoint Capital’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$420K Buy
+15,923
New +$422K 0.1% 394
2024
Q2
Sell
-3,862
Closed -$64.1K 1630
2024
Q1
$64.1K Buy
+3,862
New +$62.3K 0.06% 637

Other funds holding IVZ

EntryPoint Capital's IVZ Position: Q2 2026 in Review

EntryPoint Capital opened a new position in Invesco (IVZ) in Q2 2026: 15,923 shares worth $420K. The stake represents 0.1% of the portfolio and ranks #394 among its holdings. This is a return to the name: EntryPoint Capital previously reported a position in IVZ as recently as Q1 2024.

EntryPoint Capital first reported a position in IVZ in Q1 2024 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • EntryPoint Capital held 15,923 shares of Invesco worth $420K as of Q2 2026.
  • Invesco was a new EntryPoint Capital position in Q2 2026.
  • Invesco made up 0.1% of EntryPoint Capital's portfolio in Q2 2026, its #394 holding.
  • EntryPoint Capital first reported a position in Invesco in Q1 2024 and has held it in 2 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on EntryPoint Capital's 13F filing for Q2 2026, filed 13 Aug 2026.