FMI
IVZ icon

F/M Investments’s Invesco IVZ Stock Holding History

F/M Investments’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 		$766K Sell
31,528
-29,123
-48% -$762K 0.05% 199
2025
Q4 		$1.59M Buy
+60,651
New +$1.48M 0.06% 261

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

F/M Investments's IVZ Position: Q1 2026 in Review

F/M Investments reduced its Invesco (IVZ) stake by 48% in Q1 2026, selling an estimated $762K and leaving 31,528 shares worth $766K. The position accounts for 0.05% of the portfolio, ranked #199.

F/M Investments first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.59M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • F/M Investments held 31,528 shares of Invesco worth $766K as of Q1 2026.
  • F/M Investments sold 29,123 Invesco shares in Q1 2026, an estimated $762K.
  • Invesco made up 0.05% of F/M Investments's portfolio in Q1 2026, its #199 holding.
  • F/M Investments first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • F/M Investments's Invesco position peaked at $1.59M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.