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
Q2 		$828K Sell
31,360
-168
-0.5% -$4.45K 0.04% 210
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 $2.38B 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

F/M Investments's IVZ Position: Q2 2026 in Review

F/M Investments reduced its Invesco (IVZ) stake by 0.53% in Q2 2026, selling an estimated $4.45K and leaving 31,360 shares worth $828K. The position accounts for 0.04% of the portfolio, ranked #210.

F/M Investments first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • F/M Investments held 31,360 shares of Invesco worth $828K as of Q2 2026.
  • F/M Investments sold 168 Invesco shares in Q2 2026, an estimated $4.45K.
  • Invesco made up 0.04% of F/M Investments's portfolio in Q2 2026, its #210 holding.
  • F/M Investments first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • F/M Investments's Invesco position peaked at $1.59M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.