Financial Sense Advisors’s Invesco IVZ Stock Holding History

Financial Sense Advisors’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	$3.84M	Buy	158,255 +118	+0.1%	+$3.09K	0.78%	36
2025 Q4	$4.15M	Buy	158,137 +1,792	+1%	+$43.8K	0.76%	34
2025 Q3	$3.59M	Buy	+156,345	New	+$3.25M	0.61%	37
2020 Q2	–	Sell	-82,076	Closed	-$745K	–	103
2020 Q1	$745K	Sell	82,076 -37,088	-31%	-$564K	0.33%	52
2019 Q4	$2.14M	Buy	+119,164	New	+$2.03M	0.79%	27

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Financial Sense Advisors's IVZ Position: Q1 2026 in Review

Financial Sense Advisors increased its Invesco (IVZ) stake by 0.07% in Q1 2026, buying an estimated $3.09K and bringing the position to 158,255 shares worth $3.84M. The position accounts for 0.78% of the portfolio, ranked #36.

Financial Sense Advisors first reported a position in IVZ in Q4 2019 and has held it in 5 quarters since. The position peaked at $4.15M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Financial Sense Advisors held 158,255 shares of Invesco worth $3.84M as of Q1 2026.
Financial Sense Advisors bought 118 Invesco shares in Q1 2026, an estimated $3.09K.
Invesco made up 0.78% of Financial Sense Advisors's portfolio in Q1 2026, its #36 holding.
Financial Sense Advisors first reported a position in Invesco in Q4 2019 and has held it in 5 quarters since.
Financial Sense Advisors's Invesco position peaked at $4.15M in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Financial Sense Advisors's 13F filing for Q1 2026, filed 14 May 2026.