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Graham Capital Management’s Invesco IVZ Stock Holding History

Graham Capital Management’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 		$1.14M Buy
+43,197
New +$1.15M 0.02% 455
2025
Q4 		– Sell
-18,321
Closed -$420K – 1409
2025
Q3 		$420K Sell
18,321
-151,550
-89% -$3.15M 0.01% 687
2025
Q2 		$2.68M Buy
+169,871
New +$2.44M 0.04% 278
2023
Q4 		– Sell
-78,936
Closed -$1.15M – 1155
2023
Q3 		$1.15M Buy
+78,936
New +$1.27M 0.03% 321

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 $3.38T AUM 44.17% 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

Graham Capital Management's IVZ Position: Q2 2026 in Review

Graham Capital Management opened a new position in Invesco (IVZ) in Q2 2026: 43,197 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #455 among its holdings. This is a return to the name: Graham Capital Management previously reported a position in IVZ as recently as Q3 2025.

Graham Capital Management first reported a position in IVZ in Q3 2023 and has held it in 4 quarters since. The position peaked at $2.68M in Q2 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Graham Capital Management held 43,197 shares of Invesco worth $1.14M as of Q2 2026.
  • Invesco was a new Graham Capital Management position in Q2 2026.
  • Invesco made up 0.02% of Graham Capital Management's portfolio in Q2 2026, its #455 holding.
  • Graham Capital Management first reported a position in Invesco in Q3 2023 and has held it in 4 quarters since.
  • Graham Capital Management's Invesco position peaked at $2.68M in Q2 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.