Focus Partners Advisor Solutions’s Invesco IVZ Stock Holding History

Focus Partners Advisor Solutions’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	$1.14M	Sell	43,316 -6,737	-13%	-$179K	0.01%	532
2026 Q1	$1.22M	Buy	50,053 +4,519	+10%	+$118K	0.01%	504
2025 Q4	$1.2M	Buy	45,534 +9,856	+28%	+$241K	0.01%	451
2025 Q3	$837K	Buy	35,678 +12,183	+52%	+$253K	0.01%	590
2025 Q2	$370K	Sell	23,495 -6,379	-21%	-$91.6K	﹤0.01%	771
2025 Q1	$453K	Buy	29,874 +16,197	+118%	+$276K	0.01%	620
2024 Q4	$239K	Buy	+13,677	New	+$244K	﹤0.01%	682

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

Focus Partners Advisor Solutions's IVZ Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Invesco (IVZ) stake by 13% in Q2 2026, selling an estimated $179K and leaving 43,316 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #532.

Focus Partners Advisor Solutions first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.22M in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Focus Partners Advisor Solutions held 43,316 shares of Invesco worth $1.14M as of Q2 2026.
Focus Partners Advisor Solutions sold 6,737 Invesco shares in Q2 2026, an estimated $179K.
Invesco made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #532 holding.
Focus Partners Advisor Solutions first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
Focus Partners Advisor Solutions's Invesco position peaked at $1.22M in Q1 2026.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.