HWM
IVZ icon

HB Wealth Management’s Invesco IVZ Stock Holding History

HB Wealth 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
Q1 		$620K Buy
25,529
+7,154
+39% +$187K ﹤0.01% 871
2025
Q4 		$483K Buy
18,375
+3,181
+21% +$77.7K ﹤0.01% 921
2025
Q3 		$349K Buy
15,194
+1,524
+11% +$31.6K ﹤0.01% 1001
2025
Q2 		$216K Buy
+13,670
New +$196K ﹤0.01% 1076

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HB Wealth Management's IVZ Position: Q1 2026 in Review

HB Wealth Management increased its Invesco (IVZ) stake by 39% in Q1 2026, buying an estimated $187K and bringing the position to 25,529 shares worth $620K. The position accounts for ﹤0.01% of the portfolio, ranked #871.

HB Wealth Management first reported a position in IVZ in Q2 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • HB Wealth Management held 25,529 shares of Invesco worth $620K as of Q1 2026.
  • HB Wealth Management bought 7,154 Invesco shares in Q1 2026, an estimated $187K.
  • Invesco made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #871 holding.
  • HB Wealth Management first reported a position in Invesco in Q2 2025 and has held it in 4 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.