Jefferies Financial Group’s Invesco IVZ Stock Holding History

Jefferies Financial Group’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	$570K	Buy	+21,610	New	+$573K	﹤0.01%	1217
2026 Q1	–	Sell	-167,823	Closed	-$4.41M	–	1966
2025 Q4	$4.41M	Buy	167,823 +5,553	+3%	+$136K	0.02%	527
2025 Q3	$3.72M	Sell	162,270 -44,181	-21%	-$917K	0.02%	454
2025 Q2	$3.26M	Sell	206,451 -744,998	-78%	-$10.7M	0.03%	408
2025 Q1	$14.4M	Buy	+951,449	New	+$16.2M	0.13%	103
2023 Q2	–	Sell	-156,689	Closed	-$2.57M	–	1847
2023 Q1	$2.57M	Buy	+156,689	New	+$2.8M	0.02%	571

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jefferies Financial Group's IVZ Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Invesco (IVZ) in Q2 2026: 21,610 shares worth $570K. The stake represents ﹤0.01% of the portfolio and ranks #1217 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in IVZ as recently as Q4 2025.

Jefferies Financial Group first reported a position in IVZ in Q1 2023 and has held it in 6 quarters since. The position peaked at $14.4M in Q1 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Jefferies Financial Group held 21,610 shares of Invesco worth $570K as of Q2 2026.
Invesco was a new Jefferies Financial Group position in Q2 2026.
Invesco made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1217 holding.
Jefferies Financial Group first reported a position in Invesco in Q1 2023 and has held it in 6 quarters since.
Jefferies Financial Group's Invesco position peaked at $14.4M in Q1 2025.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.