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 Q2	–	Sell	-158,255	Closed	-$3.84M	–	148
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 $2.38B 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 Sense Advisors's IVZ Position: Q2 2026 in Review

Financial Sense Advisors sold out of Invesco (IVZ) in Q2 2026, closing a stake of 158,255 shares — an estimated $3.84M sold.

Financial Sense Advisors first reported a position in IVZ in Q4 2019 and held it in 5 quarters. The position peaked at $4.15M in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Financial Sense Advisors reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
Financial Sense Advisors sold 158,255 Invesco shares in Q2 2026, an estimated $3.84M.
Financial Sense Advisors first reported a position in Invesco in Q4 2019 and held it in 5 quarters.
Financial Sense Advisors's Invesco position peaked at $4.15M in Q4 2025.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Financial Sense Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.