James T. Borello
IVZ icon

James T. Borello’s Invesco IVZ Stock Holding History

James T. Borello’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
Q3 		$11.8K Buy
390
+20
+5% +$616 ﹤0.01% 558
2026
Q2 		$9.8K Sell
370
-304
-45% -$8.06K ﹤0.01% 607
2026
Q1 		$16.4K Buy
674
+522
+343% +$13.7K ﹤0.01% 423
2025
Q4 		$3.99K Buy
152
+1
+0.7% +$24 ﹤0.01% 627
2025
Q3 		$3.46K Buy
+151
New +$3.13K ﹤0.01% 589

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

James T. Borello's IVZ Position: Q3 2026 in Review

James T. Borello increased its Invesco (IVZ) stake by 5.4% in Q3 2026, buying an estimated $616 and bringing the position to 390 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

James T. Borello first reported a position in IVZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.4K in Q1 2026. 225 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • James T. Borello held 390 shares of Invesco worth $11.8K as of Q3 2026.
  • James T. Borello bought 20 Invesco shares in Q3 2026, an estimated $616.
  • Invesco made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #558 holding.
  • James T. Borello first reported a position in Invesco in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Invesco position peaked at $16.4K in Q1 2026.
  • 225 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.