Invesco
MAX icon

Invesco’s MediaAlpha MAX Stock Holding History

Invesco’s Portfolio MAX Stock Details MAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Sell
23,627
-2,397
-9% -$23.6K ﹤0.01% 3455
2025
Q4 		$337K Buy
26,024
+6,319
+32% +$77.2K ﹤0.01% 3341
2025
Q3 		$224K Buy
19,705
+9,004
+84% +$99.3K ﹤0.01% 3531
2025
Q2 		$117K Buy
+10,701
New +$103K ﹤0.01% 3629
2024
Q4 		– Sell
-551,485
Closed -$9.99M – 3791
2024
Q3 		$9.99M Buy
+551,485
New +$8.79M ﹤0.01% 1841
2024
Q2 		– Sell
-201,685
Closed -$4.11M – 3933
2024
Q1 		$4.11M Buy
+201,685
New +$3.22M ﹤0.01% 2352
2023
Q1 		– Sell
-29,066
Closed -$289K – 3948
2022
Q4 		$289K Buy
29,066
+18,019
+163% +$199K ﹤0.01% 3519
2022
Q3 		$96K Buy
+11,047
New +$108K ﹤0.01% 3843
2021
Q4 		– Sell
-582,132
Closed -$10.9M – 4079
2021
Q3 		$10.9M Buy
582,132
+186,195
+47% +$5.04M ﹤0.01% 1955
2021
Q2 		$16.7M Buy
+395,937
New +$15.8M ﹤0.01% 1739

Other funds holding MAX

WMIG
White Mountains Insurance Group Hanover, New Hampshire $313M AUM 14.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CC
Clearline Capital New York $1.29B AUM 38.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JGC
J. Goldman & Co New York $2.16B AUM 33.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return