GI
IVZ icon

GAMMA Investing’s Invesco IVZ Stock Holding History

GAMMA Investing’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
Q3 		$1.26M Buy
41,904
+2,248
+6% +$69.2K 0.04% 350
2026
Q2 		$1.05M Buy
39,656
+1,799
+5% +$47.7K 0.04% 385
2026
Q1 		$920K Buy
37,857
+2,406
+7% +$62.9K 0.04% 368
2025
Q4 		$931K Buy
35,451
+2,615
+8% +$63.9K 0.05% 337
2025
Q3 		$753K Buy
32,836
+3,247
+11% +$67.4K 0.04% 375
2025
Q2 		$467K Buy
29,589
+6,973
+31% +$100K 0.03% 512
2025
Q1 		$343K Buy
22,616
+3,714
+20% +$63.4K 0.03% 542
2024
Q4 		$330K Buy
18,902
+2,705
+17% +$48.2K 0.03% 509
2024
Q3 		$284K Buy
16,197
+1,393
+9% +$22.9K 0.03% 488
2024
Q2 		$221K Buy
14,804
+10,008
+209% +$154K 0.03% 467
2024
Q1 		$79.6K Buy
4,796
+185
+4% +$2.99K 0.02% 756
2023
Q4 		$73K Buy
+4,611
New +$66.5K 0.02% 701

Other funds holding IVZ

VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing's IVZ Position: Q3 2026 in Review

GAMMA Investing increased its Invesco (IVZ) stake by 5.7% in Q3 2026, buying an estimated $69.2K and bringing the position to 41,904 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #350.

GAMMA Investing first reported a position in IVZ in Q4 2023 and has held it in 12 quarters since. 28 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • GAMMA Investing held 41,904 shares of Invesco worth $1.26M as of Q3 2026.
  • GAMMA Investing bought 2,248 Invesco shares in Q3 2026, an estimated $69.2K.
  • Invesco made up 0.04% of GAMMA Investing's portfolio in Q3 2026, its #350 holding.
  • GAMMA Investing first reported a position in Invesco in Q4 2023 and has held it in 12 quarters since.
  • 28 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.