EWA
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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
Q2 		$452K Buy
17,110
+855
+5% +$22.7K ﹤0.01% 1072
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 $2.38B 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

EP Wealth Advisors's IVZ Position: Q2 2026 in Review

EP Wealth Advisors increased its Invesco (IVZ) stake by 5.3% in Q2 2026, buying an estimated $22.7K and bringing the position to 17,110 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

EP Wealth Advisors first reported a position in IVZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $461K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • EP Wealth Advisors held 17,110 shares of Invesco worth $452K as of Q2 2026.
  • EP Wealth Advisors bought 855 Invesco shares in Q2 2026, an estimated $22.7K.
  • Invesco made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1072 holding.
  • EP Wealth Advisors first reported a position in Invesco in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Invesco position peaked at $461K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.