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Essential Partners’s Invesco IVZ Stock Holding History

Essential Partners’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 		$150K Sell
5,681
-40,641
-88% -$1.08M 0.07% 317
2026
Q1 		$1.13M Sell
46,322
-760
-2% -$19.9K 0.38% 61
2025
Q4 		$1.24M Buy
47,082
+1,052
+2% +$25.7K 0.38% 64
2025
Q3 		$1.06M Buy
46,030
+1,453
+3% +$30.2K 0.35% 75
2025
Q2 		$703K Buy
+44,577
New +$640K 0.28% 107

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

Essential Partners's IVZ Position: Q2 2026 in Review

Essential Partners reduced its Invesco (IVZ) stake by 88% in Q2 2026, selling an estimated $1.08M and leaving 5,681 shares worth $150K. The position accounts for 0.07% of the portfolio, ranked #317.

Essential Partners first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.24M in Q4 2025. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Essential Partners held 5,681 shares of Invesco worth $150K as of Q2 2026.
  • Essential Partners sold 40,641 Invesco shares in Q2 2026, an estimated $1.08M.
  • Invesco made up 0.07% of Essential Partners's portfolio in Q2 2026, its #317 holding.
  • Essential Partners first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Invesco position peaked at $1.24M in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.