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Forum Financial Management’s Invesco IVZ Stock Holding History

Forum Financial Management’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 		– Sell
-19,145
Closed -$503K – 666
2025
Q4 		$503K Buy
19,145
+6
+0% +$147 0.01% 470
2025
Q3 		$439K Buy
19,139
+1,812
+10% +$37.6K 0.01% 522
2025
Q2 		$273K Buy
17,327
+791
+5% +$11.4K ﹤0.01% 722
2025
Q1 		$251K Buy
16,536
+55
+0.3% +$939 ﹤0.01% 700
2024
Q4 		$288K Buy
+16,481
New +$294K ﹤0.01% 640
2023
Q4 		– Sell
-10,430
Closed -$151K – 704
2023
Q3 		$151K Hold
10,430
– – ﹤0.01% 605
2023
Q2 		$175K Hold
10,430
– – ﹤0.01% 621
2023
Q1 		$171K Hold
10,430
– – ﹤0.01% 582
2022
Q4 		$188K Hold
10,430
– – 0.01% 550
2022
Q3 		$143K Sell
10,430
-1,135
-10% -$19.1K 0.01% 510
2022
Q2 		$187K Buy
11,565
+1,136
+11% +$21.5K 0.01% 533
2022
Q1 		$240K Hold
10,429
– – 0.01% 490
2021
Q4 		$240K Buy
+10,429
New +$254K 0.01% 530

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

Forum Financial Management's IVZ Position: Q1 2026 in Review

Forum Financial Management sold out of Invesco (IVZ) in Q1 2026, closing a stake of 19,145 shares — an estimated $503K sold.

Forum Financial Management first reported a position in IVZ in Q4 2021 and held it in 13 quarters. The position peaked at $503K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Forum Financial Management reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 19,145 Invesco shares in Q1 2026, an estimated $503K.
  • Forum Financial Management first reported a position in Invesco in Q4 2021 and held it in 13 quarters.
  • Forum Financial Management's Invesco position peaked at $503K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.