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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
Q1 		$494K Buy
+20,353
New +$532K 0.02% 540

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Gladstone Institutional Advisory's IVZ Position: Q1 2026 in Review

Gladstone Institutional Advisory opened a new position in Invesco (IVZ) in Q1 2026: 20,353 shares worth $494K. The stake represents 0.02% of the portfolio and ranks #540 among its holdings.

631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Gladstone Institutional Advisory held 20,353 shares of Invesco worth $494K as of Q1 2026.
  • Invesco was a new Gladstone Institutional Advisory position in Q1 2026.
  • Invesco made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #540 holding.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.