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Inscription Capital’s Invesco IVZ Stock Holding History

Inscription Capital’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 		$554K Buy
21,011
+836
+4% +$22.2K 0.05% 359
2026
Q1 		$490K Buy
20,175
+324
+2% +$8.48K 0.05% 372
2025
Q4 		$521K Hold
19,851
– – 0.05% 350
2025
Q3 		$455K Buy
+19,851
New +$412K 0.05% 380
2019
Q1 		– Sell
-2,366
Closed -$40K – 271
2018
Q4 		$40K Buy
+2,366
New +$47.3K 0.02% 205

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

Inscription Capital's IVZ Position: Q2 2026 in Review

Inscription Capital increased its Invesco (IVZ) stake by 4.1% in Q2 2026, buying an estimated $22.2K and bringing the position to 21,011 shares worth $554K. The position accounts for 0.05% of the portfolio, ranked #359.

Inscription Capital first reported a position in IVZ in Q4 2018 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Inscription Capital held 21,011 shares of Invesco worth $554K as of Q2 2026.
  • Inscription Capital bought 836 Invesco shares in Q2 2026, an estimated $22.2K.
  • Invesco made up 0.05% of Inscription Capital's portfolio in Q2 2026, its #359 holding.
  • Inscription Capital first reported a position in Invesco in Q4 2018 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Inscription Capital's 13F filing for Q2 2026, filed 13 Aug 2026.