Janney Montgomery Scott
IVZ icon

Janney Montgomery Scott’s Invesco IVZ Stock Holding History

Janney Montgomery Scott’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 		$2.01M Buy
82,708
+49,319
+148% +$1.29M 0.01% 1281
2025
Q4 		$877K Buy
33,389
+522
+2% +$12.8K ﹤0.01% 1815
2025
Q3 		$754K Sell
32,867
-53,957
-62% -$1.12M ﹤0.01% 1900
2025
Q2 		$1.37M Sell
86,824
-1,519
-2% -$21.8K ﹤0.01% 1401
2025
Q1 		$1.34M Sell
88,343
-103
-0.1% -$1.76K ﹤0.01% 1365
2024
Q4 		$1.55M Buy
88,446
+40,246
+83% +$717K ﹤0.01% 1293
2024
Q3 		$846K Sell
48,200
-43,400
-47% -$713K ﹤0.01% 1618
2024
Q2 		$1.37M Buy
+91,600
New +$1.41M ﹤0.01% 1284
2023
Q4 		– Sell
-11,853
Closed -$172K – 2700
2023
Q3 		$172K Sell
11,853
-6,479
-35% -$104K ﹤0.01% 2412
2023
Q2 		$308K Sell
18,332
-3,180
-15% -$51.2K ﹤0.01% 2209
2023
Q1 		$353K Buy
21,512
+26
+0.1% +$464 ﹤0.01% 1953
2022
Q4 		$387K Sell
21,486
-22,919
-52% -$392K ﹤0.01% 1936
2022
Q3 		$608K Buy
44,405
+3,667
+9% +$61.8K ﹤0.01% 1574
2022
Q2 		$697K Sell
40,738
-2,207
-5% -$41.8K ﹤0.01% 1423
2022
Q1 		$990K Sell
42,945
-5,630
-12% -$125K ﹤0.01% 1251
2021
Q4 		$1.12M Sell
48,575
-36,962
-43% -$900K ﹤0.01% 1264
2021
Q3 		$2.06M Buy
85,537
+374
+0.4% +$9.35K 0.01% 931
2021
Q2 		$2.28M Sell
85,163
-1,854
-2% -$50.5K 0.01% 887
2021
Q1 		$2.19M Buy
87,017
+17,251
+25% +$387K 0.01% 850
2020
Q4 		$1.22M Buy
69,766
+32,557
+87% +$501K 0.01% 1081
2020
Q3 		$425K Sell
37,209
-565
-1% -$5.99K ﹤0.01% 1510
2020
Q2 		$406K Sell
37,774
-23,882
-39% -$214K ﹤0.01% 1468
2020
Q1 		$560K Buy
61,656
+15,638
+34% +$238K ﹤0.01% 1161
2019
Q4 		$827K Buy
46,018
+14,619
+47% +$249K 0.01% 1176
2019
Q3 		$532K Buy
31,399
+4,055
+15% +$71.6K ﹤0.01% 1349
2019
Q2 		$559K Sell
27,344
-12,994
-32% -$270K ﹤0.01% 1365
2019
Q1 		$779K Buy
40,338
+5,999
+17% +$112K 0.01% 1155
2018
Q4 		$575K Sell
34,339
-85,425
-71% -$1.71M 0.01% 1213
2018
Q3 		$2.74M Sell
119,764
-1,858
-2% -$46.4K 0.02% 598
2018
Q2 		$3.23M Sell
121,622
-36,799
-23% -$1.06M 0.03% 504
2018
Q1 		$5.07M Sell
158,421
-1,143
-0.7% -$39.4K 0.05% 363
2017
Q4 		$5.83M Buy
159,564
+23,838
+18% +$862K 0.06% 328
2017
Q3 		$4.76M Buy
135,726
+38,749
+40% +$1.32M 0.05% 350
2017
Q2 		$3.41M Buy
96,977
+14,212
+17% +$463K 0.04% 412
2017
Q1 		$2.54M Buy
82,765
+42,128
+104% +$1.32M 0.03% 481
2016
Q4 		$1.23M Buy
40,637
+27,509
+210% +$846K 0.02% 692
2016
Q3 		$411K Buy
+13,128
New +$386K 0.01% 1052
2016
Q2 		– Sell
-16,696
Closed -$514K – 938
2016
Q1 		$514K Buy
16,696
+2,367
+17% +$68.3K 0.01% 762
2015
Q4 		$480K Sell
14,329
-9,177
-39% -$301K 0.01% 829
2015
Q3 		$734K Buy
+23,506
New +$836K 0.02% 651
2015
Q2 		– Sell
-10,894
Closed -$432K – 2093
2015
Q1 		$432K Sell
10,894
-3,183
-23% -$124K 0.01% 1484
2014
Q4 		$556K Sell
14,077
-3,055
-18% -$120K 0.01% 1249
2014
Q3 		$676K Buy
17,132
+1,529
+10% +$60.1K 0.01% 1068
2014
Q2 		$589K Buy
15,603
+6,784
+77% +$245K 0.01% 1120
2014
Q1 		$326K Buy
8,819
+1,414
+19% +$49K 0.01% 1405
2013
Q4 		$270K Buy
+7,405
New +$251K 0.01% 1511

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

Janney Montgomery Scott's IVZ Position: Q1 2026 in Review

Janney Montgomery Scott increased its Invesco (IVZ) stake by 148% in Q1 2026, buying an estimated $1.29M and bringing the position to 82,708 shares worth $2.01M. The position accounts for 0.01% of the portfolio, ranked #1281.

Janney Montgomery Scott first reported a position in IVZ in Q4 2013 and has held it in 46 quarters since. The position peaked at $5.83M in Q4 2017. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Janney Montgomery Scott held 82,708 shares of Invesco worth $2.01M as of Q1 2026.
  • Janney Montgomery Scott bought 49,319 Invesco shares in Q1 2026, an estimated $1.29M.
  • Invesco made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1281 holding.
  • Janney Montgomery Scott first reported a position in Invesco in Q4 2013 and has held it in 46 quarters since.
  • Janney Montgomery Scott's Invesco position peaked at $5.83M in Q4 2017.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.