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
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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Focus Partners Wealth's IVZ Position: Q1 2026 in Review

Focus Partners Wealth increased its Invesco (IVZ) stake by 17% in Q1 2026, buying an estimated $378K and bringing the position to 98,052 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1242.

Focus Partners Wealth first reported a position in IVZ in Q3 2024 and has held it in 7 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Focus Partners Wealth held 98,052 shares of Invesco worth $2.38M as of Q1 2026.
  • Focus Partners Wealth bought 14,442 Invesco shares in Q1 2026, an estimated $378K.
  • Invesco made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1242 holding.
  • Focus Partners Wealth first reported a position in Invesco in Q3 2024 and has held it in 7 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.