GIA
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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
Q3 		$820K Buy
27,192
+9,045
+50% +$278K 0.01% 563
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
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
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Gateway Investment Advisers's IVZ Position: Q3 2026 in Review

Gateway Investment Advisers increased its Invesco (IVZ) stake by 50% in Q3 2026, buying an estimated $278K and bringing the position to 27,192 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #563.

Gateway Investment Advisers first reported a position in IVZ in Q2 2013 and has held it in 27 quarters since. The position peaked at $2.04M in Q3 2014. 47 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Gateway Investment Advisers held 27,192 shares of Invesco worth $820K as of Q3 2026.
  • Gateway Investment Advisers bought 9,045 Invesco shares in Q3 2026, an estimated $278K.
  • Invesco made up 0.01% of Gateway Investment Advisers's portfolio in Q3 2026, its #563 holding.
  • Gateway Investment Advisers first reported a position in Invesco in Q2 2013 and has held it in 27 quarters since.
  • Gateway Investment Advisers's Invesco position peaked at $2.04M in Q3 2014.
  • 47 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Gateway Investment Advisers's 13F filing for Q3 2026, filed 13 Oct 2026.