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Foundations Investment Advisors’s Invesco IVZ Stock Holding History

Foundations Investment 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
Q1 		$1.35M Buy
55,590
+5,785
+12% +$151K 0.02% 447
2025
Q4 		$1.31M Buy
49,805
+27,900
+127% +$681K 0.02% 438
2025
Q3 		$502K Buy
+21,905
New +$455K 0.01% 650

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

Foundations Investment Advisors's IVZ Position: Q1 2026 in Review

Foundations Investment Advisors increased its Invesco (IVZ) stake by 12% in Q1 2026, buying an estimated $151K and bringing the position to 55,590 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #447.

Foundations Investment Advisors first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Foundations Investment Advisors held 55,590 shares of Invesco worth $1.35M as of Q1 2026.
  • Foundations Investment Advisors bought 5,785 Invesco shares in Q1 2026, an estimated $151K.
  • Invesco made up 0.02% of Foundations Investment Advisors's portfolio in Q1 2026, its #447 holding.
  • Foundations Investment Advisors first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.