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EP Wealth Advisors’s Invesco IVZ Stock Holding History

EP Wealth Advisors’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 		$395K Sell
16,255
-1,276
-7% -$33.4K ﹤0.01% 1010
2025
Q4 		$461K Buy
+17,531
New +$428K ﹤0.01% 921
2025
Q2 		$189K Sell
11,990
-487
-4% -$6.99K ﹤0.01% 1268
2025
Q1 		$189K Buy
12,477
+792
+7% +$13.5K ﹤0.01% 1147
2024
Q4 		$204K Buy
11,685
+1,107
+10% +$19.7K ﹤0.01% 1070
2024
Q3 		$186K Buy
+10,578
New +$174K ﹤0.01% 1063

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

EP Wealth Advisors's IVZ Position: Q1 2026 in Review

EP Wealth Advisors reduced its Invesco (IVZ) stake by 7.3% in Q1 2026, selling an estimated $33.4K and leaving 16,255 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1010.

EP Wealth Advisors first reported a position in IVZ in Q3 2024 and has held it in 6 quarters since. The position peaked at $461K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • EP Wealth Advisors held 16,255 shares of Invesco worth $395K as of Q1 2026.
  • EP Wealth Advisors sold 1,276 Invesco shares in Q1 2026, an estimated $33.4K.
  • Invesco made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1010 holding.
  • EP Wealth Advisors first reported a position in Invesco in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Invesco position peaked at $461K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.