Financial Consulate’s Invesco IVZ Stock Holding History

Financial Consulate’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	$766	Hold	29	–	–	﹤0.01%	1208
2026 Q1	$705	Hold	29	–	–	﹤0.01%	1170
2025 Q4	$762	Hold	29	–	–	﹤0.01%	1076
2025 Q3	$666	Buy	+29	New	+$602	﹤0.01%	929

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Consulate's IVZ Position: Q2 2026 in Review

Financial Consulate held its Invesco (IVZ) position steady in Q2 2026 at 29 shares worth $766. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Financial Consulate first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Financial Consulate held 29 shares of Invesco worth $766 as of Q2 2026.
Financial Consulate left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1208 holding.
Financial Consulate first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.