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Global Financial Private Client’s Invesco IVZ Stock Holding History

Global Financial Private Client’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 		$459K Buy
17,402
+667
+4% +$17.7K 0.12% 175
2026
Q1 		$406K Buy
16,735
+1,798
+12% +$47K 0.13% 172
2025
Q4 		$392K Buy
+14,937
New +$365K 0.14% 164
2025
Q2 		– Sell
-60
Closed -$910 – 894
2025
Q1 		$910 Buy
60
+33
+122% +$563 ﹤0.01% 1088
2024
Q4 		$472 Buy
+27
New +$481 ﹤0.01% 957
2020
Q2 		– Sell
-705
Closed -$5.65K – 528
2020
Q1 		$5.65K Hold
705
– – 0.01% 388
2019
Q4 		$12.7K Buy
+705
New +$12K 0.01% 365

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

Global Financial Private Client's IVZ Position: Q2 2026 in Review

Global Financial Private Client increased its Invesco (IVZ) stake by 4% in Q2 2026, buying an estimated $17.7K and bringing the position to 17,402 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #175.

Global Financial Private Client first reported a position in IVZ in Q4 2019 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Global Financial Private Client held 17,402 shares of Invesco worth $459K as of Q2 2026.
  • Global Financial Private Client bought 667 Invesco shares in Q2 2026, an estimated $17.7K.
  • Invesco made up 0.12% of Global Financial Private Client's portfolio in Q2 2026, its #175 holding.
  • Global Financial Private Client first reported a position in Invesco in Q4 2019 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.