EPW
IVZ icon

Evolve Private Wealth’s Invesco IVZ Stock Holding History

Evolve Private Wealth’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 		$588K Buy
24,227
+2,767
+13% +$72.4K 0.03% 510
2025
Q4 		$564K Buy
+21,460
New +$524K 0.03% 488

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

Evolve Private Wealth's IVZ Position: Q1 2026 in Review

Evolve Private Wealth increased its Invesco (IVZ) stake by 13% in Q1 2026, buying an estimated $72.4K and bringing the position to 24,227 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #510.

Evolve Private Wealth first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Evolve Private Wealth held 24,227 shares of Invesco worth $588K as of Q1 2026.
  • Evolve Private Wealth bought 2,767 Invesco shares in Q1 2026, an estimated $72.4K.
  • Invesco made up 0.03% of Evolve Private Wealth's portfolio in Q1 2026, its #510 holding.
  • Evolve Private Wealth first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.