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Innovative Asset Advisors Group’s Invesco IVZ Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-2,040
Closed -$49.5K – 654
2026
Q1 		$49.5K Buy
+2,040
New +$53.4K 0.03% 313

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 $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Innovative Asset Advisors Group's IVZ Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Invesco (IVZ) in Q2 2026, closing a stake of 2,040 shares — an estimated $49.5K sold.

Innovative Asset Advisors Group first reported a position in IVZ in Q1 2026 and held it in 1 quarter. The position peaked at $49.5K in Q1 2026. 627 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 2,040 Invesco shares in Q2 2026, an estimated $49.5K.
  • Innovative Asset Advisors Group first reported a position in Invesco in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Invesco position peaked at $49.5K in Q1 2026.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.