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Glen Eagle Advisors’s Invesco IVZ Stock Holding History

Glen Eagle Advisors’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 		$1.14K Buy
+43
New +$1.14K ﹤0.01% 965
2018
Q2 		– Sell
-53
Closed -$1.7K – 700
2018
Q1 		$1.7K Hold
53
– – ﹤0.01% 606
2017
Q4 		$1.94K Sell
53
-2
-4% -$72 ﹤0.01% 569
2017
Q3 		$1.93K Hold
55
– – ﹤0.01% 582
2017
Q2 		$1.94K Buy
+55
New +$1.79K ﹤0.01% 537

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

Glen Eagle Advisors's IVZ Position: Q2 2026 in Review

Glen Eagle Advisors opened a new position in Invesco (IVZ) in Q2 2026: 43 shares worth $1.14K. The stake represents ﹤0.01% of the portfolio and ranks #965 among its holdings. This is a return to the name: Glen Eagle Advisors previously reported a position in IVZ as recently as Q1 2018.

Glen Eagle Advisors first reported a position in IVZ in Q2 2017 and has held it in 5 quarters since. The position peaked at $1.94K in Q4 2017. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Glen Eagle Advisors held 43 shares of Invesco worth $1.14K as of Q2 2026.
  • Invesco was a new Glen Eagle Advisors position in Q2 2026.
  • Invesco made up ﹤0.01% of Glen Eagle Advisors's portfolio in Q2 2026, its #965 holding.
  • Glen Eagle Advisors first reported a position in Invesco in Q2 2017 and has held it in 5 quarters since.
  • Glen Eagle Advisors's Invesco position peaked at $1.94K in Q4 2017.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Glen Eagle Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.