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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
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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Inscription Capital's IVZ Position: Q1 2026 in Review

Inscription Capital increased its Invesco (IVZ) stake by 1.6% in Q1 2026, buying an estimated $8.48K and bringing the position to 20,175 shares worth $490K. The position accounts for 0.05% of the portfolio, ranked #372.

Inscription Capital first reported a position in IVZ in Q4 2018 and has held it in 4 quarters since. The position peaked at $521K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Inscription Capital held 20,175 shares of Invesco worth $490K as of Q1 2026.
  • Inscription Capital bought 324 Invesco shares in Q1 2026, an estimated $8.48K.
  • Invesco made up 0.05% of Inscription Capital's portfolio in Q1 2026, its #372 holding.
  • Inscription Capital first reported a position in Invesco in Q4 2018 and has held it in 4 quarters since.
  • Inscription Capital's Invesco position peaked at $521K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Inscription Capital's 13F filing for Q1 2026, filed 20 Apr 2026.