HWM
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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
Q2 		$926K Buy
35,100
+9,571
+37% +$254K 0.01% 779
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 $2.38B 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

HB Wealth Management's IVZ Position: Q2 2026 in Review

HB Wealth Management increased its Invesco (IVZ) stake by 37% in Q2 2026, buying an estimated $254K and bringing the position to 35,100 shares worth $926K. The position accounts for 0.01% of the portfolio, ranked #779.

HB Wealth Management first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • HB Wealth Management held 35,100 shares of Invesco worth $926K as of Q2 2026.
  • HB Wealth Management bought 9,571 Invesco shares in Q2 2026, an estimated $254K.
  • Invesco made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #779 holding.
  • HB Wealth Management first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.