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
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing's IVZ Position: Q2 2026 in Review

GAMMA Investing increased its Invesco (IVZ) stake by 4.8% in Q2 2026, buying an estimated $47.7K and bringing the position to 39,656 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #385.

GAMMA Investing first reported a position in IVZ in Q4 2023 and has held it in 11 quarters since. 96 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • GAMMA Investing held 39,656 shares of Invesco worth $1.05M as of Q2 2026.
  • GAMMA Investing bought 1,799 Invesco shares in Q2 2026, an estimated $47.7K.
  • Invesco made up 0.04% of GAMMA Investing's portfolio in Q2 2026, its #385 holding.
  • GAMMA Investing first reported a position in Invesco in Q4 2023 and has held it in 11 quarters since.
  • 96 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.