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Gladstone Institutional Advisory’s Invesco IVZ Stock Holding History

Gladstone Institutional Advisory’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 		– Sell
-20,353
Closed -$494K – 912
2026
Q1 		$494K Buy
+20,353
New +$532K 0.02% 540

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

Gladstone Institutional Advisory's IVZ Position: Q2 2026 in Review

Gladstone Institutional Advisory sold out of Invesco (IVZ) in Q2 2026, closing a stake of 20,353 shares — an estimated $494K sold.

Gladstone Institutional Advisory first reported a position in IVZ in Q1 2026 and held it in 1 quarter. The position peaked at $494K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Gladstone Institutional Advisory reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 20,353 Invesco shares in Q2 2026, an estimated $494K.
  • Gladstone Institutional Advisory first reported a position in Invesco in Q1 2026 and held it in 1 quarter.
  • Gladstone Institutional Advisory's Invesco position peaked at $494K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.