Focus Partners Wealth
IVZ icon

Focus Partners Wealth’s Invesco IVZ Stock Holding History

Focus Partners Wealth’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 		$2.83M Buy
107,346
+9,294
+9% +$246K ﹤0.01% 1200
2026
Q1 		$2.38M Buy
98,052
+14,442
+17% +$378K ﹤0.01% 1242
2025
Q4 		$2.2M Buy
83,610
+49,648
+146% +$1.21M ﹤0.01% 1282
2025
Q3 		$779K Buy
33,962
+14,267
+72% +$296K ﹤0.01% 1402
2025
Q2 		$311K Sell
19,695
-6,193
-24% -$88.9K ﹤0.01% 1661
2025
Q1 		$393K Sell
25,888
-9,046
-26% -$154K ﹤0.01% 1451
2024
Q4 		$611K Buy
34,934
+13,991
+67% +$249K ﹤0.01% 1238
2024
Q3 		$368K Buy
+20,943
New +$344K ﹤0.01% 1259

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

Focus Partners Wealth's IVZ Position: Q2 2026 in Review

Focus Partners Wealth increased its Invesco (IVZ) stake by 9.5% in Q2 2026, buying an estimated $246K and bringing the position to 107,346 shares worth $2.83M. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

Focus Partners Wealth first reported a position in IVZ in Q3 2024 and has held it in 8 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Focus Partners Wealth held 107,346 shares of Invesco worth $2.83M as of Q2 2026.
  • Focus Partners Wealth bought 9,294 Invesco shares in Q2 2026, an estimated $246K.
  • Invesco made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1200 holding.
  • Focus Partners Wealth first reported a position in Invesco in Q3 2024 and has held it in 8 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.