IBEX Wealth Advisors
IVZ icon

IBEX Wealth Advisors’s Invesco IVZ Stock Holding History

IBEX Wealth 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
Q3 		$8.65M Buy
286,827
+7,172
+3% +$221K 0.67% 48
2026
Q2 		$7.38M Buy
279,655
+8,074
+3% +$214K 0.58% 60
2026
Q1 		$6.6M Buy
271,581
+254,943
+1,532% +$6.67M 0.61% 61
2025
Q4 		$437K Buy
+16,638
New +$406K 0.04% 115
2017
Q1 		– Sell
-255
Closed -$8K – 222
2016
Q4 		$8K Sell
255
-90,736
-100% -$2.79M ﹤0.01% 318
2016
Q3 		$1.26M Buy
+90,991
New +$2.67M 0.69% 52

Other funds holding IVZ

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

IBEX Wealth Advisors's IVZ Position: Q3 2026 in Review

IBEX Wealth Advisors increased its Invesco (IVZ) stake by 2.6% in Q3 2026, buying an estimated $221K and bringing the position to 286,827 shares worth $8.65M. The position accounts for 0.67% of the portfolio, ranked #48.

IBEX Wealth Advisors first reported a position in IVZ in Q3 2016 and has held it in 6 quarters since. 577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • IBEX Wealth Advisors held 286,827 shares of Invesco worth $8.65M as of Q3 2026.
  • IBEX Wealth Advisors bought 7,172 Invesco shares in Q3 2026, an estimated $221K.
  • Invesco made up 0.67% of IBEX Wealth Advisors's portfolio in Q3 2026, its #48 holding.
  • IBEX Wealth Advisors first reported a position in Invesco in Q3 2016 and has held it in 6 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on IBEX Wealth Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.