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
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 $2.17B 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

HFM Investment Advisors's IVZ Position: Q1 2026 in Review

HFM Investment Advisors reduced its Invesco (IVZ) stake by 11% in Q1 2026, selling an estimated $105 and leaving 32 shares worth $777. The position accounts for ﹤0.01% of the portfolio, ranked #506.

HFM Investment Advisors first reported a position in IVZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $946 in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • HFM Investment Advisors held 32 shares of Invesco worth $777 as of Q1 2026.
  • HFM Investment Advisors sold 4 Invesco shares in Q1 2026, an estimated $105.
  • Invesco made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #506 holding.
  • HFM Investment Advisors first reported a position in Invesco in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's Invesco position peaked at $946 in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.