HIA
IVZ icon

HFM Investment Advisors’s Invesco IVZ Stock Holding History

HFM Investment 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 		$1.77K Buy
67
+35
+109% +$928 ﹤0.01% 507
2026
Q1 		$777 Sell
32
-4
-11% -$105 ﹤0.01% 506
2025
Q4 		$946 Buy
36
+4
+13% +$98 ﹤0.01% 476
2025
Q3 		$734 Hold
32
– – ﹤0.01% 495
2025
Q2 		$505 Buy
32
+15
+88% +$215 ﹤0.01% 648
2025
Q1 		$258 Buy
+17
New +$290 ﹤0.01% 530

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

HFM Investment Advisors's IVZ Position: Q2 2026 in Review

HFM Investment Advisors increased its Invesco (IVZ) stake by 109% in Q2 2026, buying an estimated $928 and bringing the position to 67 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #507.

HFM Investment Advisors 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.

  • HFM Investment Advisors held 67 shares of Invesco worth $1.77K as of Q2 2026.
  • HFM Investment Advisors bought 35 Invesco shares in Q2 2026, an estimated $928.
  • Invesco made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #507 holding.
  • HFM Investment Advisors 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 HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.