Great Lakes Advisors’s Invesco IVZ Stock Holding History

Great Lakes 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	$355K	Sell	13,446 -45,168	-77%	-$1.2M	﹤0.01%	676
2026 Q1	$1.42M	Buy	+58,614	New	+$1.53M	0.01%	472
2018 Q2	–	Sell	-38,852	Closed	-$1.24M	–	548
2018 Q1	$1.24M	Sell	38,852 -369	-0.9%	-$12.7K	0.03%	358
2017 Q4	$1.43M	Sell	39,221 -6,106	-13%	-$221K	0.03%	355
2017 Q3	$1.59M	Buy	45,327 +9,293	+26%	+$317K	0.04%	330
2017 Q2	$1.27M	Buy	+36,034	New	+$1.17M	0.03%	340
2017 Q1	–	Sell	-15,935	Closed	-$483K	–	581
2016 Q4	$483K	Buy	+15,935	New	+$490K	0.01%	439

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Great Lakes Advisors's IVZ Position: Q2 2026 in Review

Great Lakes Advisors reduced its Invesco (IVZ) stake by 77% in Q2 2026, selling an estimated $1.2M and leaving 13,446 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Great Lakes Advisors first reported a position in IVZ in Q4 2016 and has held it in 7 quarters since. The position peaked at $1.59M in Q3 2017. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Great Lakes Advisors held 13,446 shares of Invesco worth $355K as of Q2 2026.
Great Lakes Advisors sold 45,168 Invesco shares in Q2 2026, an estimated $1.2M.
Invesco made up ﹤0.01% of Great Lakes Advisors's portfolio in Q2 2026, its #676 holding.
Great Lakes Advisors first reported a position in Invesco in Q4 2016 and has held it in 7 quarters since.
Great Lakes Advisors's Invesco position peaked at $1.59M in Q3 2017.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Great Lakes Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.