I
IVZ icon

InceptionR’s Invesco IVZ Stock Holding History

InceptionR’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 		$1.3M Buy
49,136
+27,878
+131% +$739K 0.32% 69
2026
Q1 		$516K Sell
21,258
-1,695
-7% -$44.3K 0.12% 299
2025
Q4 		$603K Buy
22,953
+1,442
+7% +$35.2K 0.17% 225
2025
Q3 		$493K Buy
+21,511
New +$447K 0.12% 316

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

InceptionR's IVZ Position: Q2 2026 in Review

InceptionR increased its Invesco (IVZ) stake by 131% in Q2 2026, buying an estimated $739K and bringing the position to 49,136 shares worth $1.3M. The position accounts for 0.32% of the portfolio, ranked #69.

InceptionR first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • InceptionR held 49,136 shares of Invesco worth $1.3M as of Q2 2026.
  • InceptionR bought 27,878 Invesco shares in Q2 2026, an estimated $739K.
  • Invesco made up 0.32% of InceptionR's portfolio in Q2 2026, its #69 holding.
  • InceptionR first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.