HFS
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Hantz Financial Services’s Invesco IVZ Stock Holding History

Hantz Financial Services’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 		$102K Sell
3,874
-256
-6% -$6.79K ﹤0.01% 1382
2026
Q1 		$100K Buy
4,130
+3,236
+362% +$84.7K ﹤0.01% 1280
2025
Q4 		$23K Buy
894
+169
+23% +$4.13K ﹤0.01% 1728
2025
Q3 		$17K Buy
725
+198
+38% +$4.11K ﹤0.01% 1631
2025
Q2 		$8K Buy
527
+487
+1,218% +$6.99K ﹤0.01% 1584
2025
Q1 		$1K Buy
+40
New +$683 ﹤0.01% 1533

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

Hantz Financial Services's IVZ Position: Q2 2026 in Review

Hantz Financial Services reduced its Invesco (IVZ) stake by 6.2% in Q2 2026, selling an estimated $6.79K and leaving 3,874 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Hantz Financial Services first reported a position in IVZ in Q1 2025 and has held it in 6 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Hantz Financial Services held 3,874 shares of Invesco worth $102K as of Q2 2026.
  • Hantz Financial Services sold 256 Invesco shares in Q2 2026, an estimated $6.79K.
  • Invesco made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1382 holding.
  • Hantz Financial Services first reported a position in Invesco in Q1 2025 and has held it in 6 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.