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HUB Investment Partners’s Invesco IVZ Stock Holding History

HUB Investment Partners’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 		$236K Buy
+8,957
New +$237K ﹤0.01% 1124

Other funds holding IVZ

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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

HUB Investment Partners's IVZ Position: Q2 2026 in Review

HUB Investment Partners opened a new position in Invesco (IVZ) in Q2 2026: 8,957 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1124 among its holdings.

668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • HUB Investment Partners held 8,957 shares of Invesco worth $236K as of Q2 2026.
  • Invesco was a new HUB Investment Partners position in Q2 2026.
  • Invesco made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1124 holding.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.