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Gateway Investment Advisers’s Invesco IVZ Stock Holding History

Gateway Investment Advisers’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 		$479K Buy
+18,147
New +$481K ﹤0.01% 601
2019
Q3 		– Sell
-15,150
Closed -$310K – 618
2019
Q2 		$310K Sell
15,150
-1,375
-8% -$28.5K ﹤0.01% 628
2019
Q1 		$319K Sell
16,525
-581
-3% -$10.9K ﹤0.01% 623
2018
Q4 		$286K Sell
17,106
-1,764
-9% -$35.3K ﹤0.01% 630
2018
Q3 		$432K Sell
18,870
-368
-2% -$9.2K ﹤0.01% 597
2018
Q2 		$511K Sell
19,238
-1,837
-9% -$52.8K ﹤0.01% 576
2018
Q1 		$675K Sell
21,075
-844
-4% -$29.1K 0.01% 541
2017
Q4 		$801K Sell
21,919
-3,019
-12% -$109K 0.01% 523
2017
Q3 		$874K Sell
24,938
-622
-2% -$21.2K 0.01% 521
2017
Q2 		$899K Sell
25,560
-575
-2% -$18.7K 0.01% 502
2017
Q1 		$801K Sell
26,135
-3,221
-11% -$101K 0.01% 512
2016
Q4 		$891K Sell
29,356
-1,387
-5% -$42.7K 0.01% 501
2016
Q3 		$961K Buy
30,743
+353
+1% +$10.4K 0.01% 486
2016
Q2 		$776K Sell
30,390
-160
-0.5% -$4.75K 0.01% 526
2016
Q1 		$940K Sell
30,550
-14,751
-33% -$426K 0.01% 477
2015
Q4 		$1.52M Sell
45,301
-933
-2% -$30.6K 0.01% 443
2015
Q3 		$1.44M Sell
46,234
-2,690
-5% -$95.7K 0.01% 445
2015
Q2 		$1.83M Sell
48,924
-1,216
-2% -$48.7K 0.02% 422
2015
Q1 		$1.99M Sell
50,140
-725
-1% -$28.3K 0.02% 412
2014
Q4 		$2.01M Sell
50,865
-809
-2% -$31.9K 0.02% 411
2014
Q3 		$2.04M Sell
51,674
-250
-0.5% -$9.83K 0.02% 431
2014
Q2 		$1.96M Buy
51,924
+5,770
+13% +$209K 0.02% 440
2014
Q1 		$1.71M Sell
46,154
-1,218
-3% -$42.2K 0.01% 436
2013
Q4 		$1.72M Sell
47,372
-599
-1% -$20.3K 0.01% 432
2013
Q3 		$1.53M Buy
47,971
+3,084
+7% +$98.4K 0.01% 448
2013
Q2 		$1.43M Buy
+44,887
New +$1.44M 0.01% 435

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gateway Investment Advisers's IVZ Position: Q2 2026 in Review

Gateway Investment Advisers opened a new position in Invesco (IVZ) in Q2 2026: 18,147 shares worth $479K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Gateway Investment Advisers previously reported a position in IVZ as recently as Q2 2019.

Gateway Investment Advisers first reported a position in IVZ in Q2 2013 and has held it in 26 quarters since. The position peaked at $2.04M in Q3 2014. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Gateway Investment Advisers held 18,147 shares of Invesco worth $479K as of Q2 2026.
  • Invesco was a new Gateway Investment Advisers position in Q2 2026.
  • Invesco made up ﹤0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #601 holding.
  • Gateway Investment Advisers first reported a position in Invesco in Q2 2013 and has held it in 26 quarters since.
  • Gateway Investment Advisers's Invesco position peaked at $2.04M in Q3 2014.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.