Envestnet Portfolio Solutions
IVZ icon

Envestnet Portfolio Solutions’s Invesco IVZ Stock Holding History

Envestnet Portfolio Solutions’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 		$273K Buy
10,346
+1,316
+15% +$34.9K ﹤0.01% 1229
2026
Q1 		$219K Sell
9,030
-461
-5% -$12.1K ﹤0.01% 1241
2025
Q4 		$249K Sell
9,491
-8,256
-47% -$202K ﹤0.01% 1374
2025
Q3 		$407K Buy
17,747
+5,265
+42% +$109K ﹤0.01% 1107
2025
Q2 		$197K Buy
+12,482
New +$179K ﹤0.01% 1502

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's IVZ Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Invesco (IVZ) stake by 15% in Q2 2026, buying an estimated $34.9K and bringing the position to 10,346 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Envestnet Portfolio Solutions first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $407K in Q3 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,346 shares of Invesco worth $273K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,316 Invesco shares in Q2 2026, an estimated $34.9K.
  • Invesco made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1229 holding.
  • Envestnet Portfolio Solutions first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • Envestnet Portfolio Solutions's Invesco position peaked at $407K in Q3 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.