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
Q2 		$366K Sell
13,893
-10,334
-43% -$274K 0.02% 633
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 $2.38B 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

Evolve Private Wealth's IVZ Position: Q2 2026 in Review

Evolve Private Wealth reduced its Invesco (IVZ) stake by 43% in Q2 2026, selling an estimated $274K and leaving 13,893 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #633.

Evolve Private Wealth first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $588K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Evolve Private Wealth held 13,893 shares of Invesco worth $366K as of Q2 2026.
  • Evolve Private Wealth sold 10,334 Invesco shares in Q2 2026, an estimated $274K.
  • Invesco made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #633 holding.
  • Evolve Private Wealth first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Invesco position peaked at $588K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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