Keel Point’s Invesco IVZ Stock Holding History

Keel Point’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	–	Sell	-8,300	Closed	-$218K	–	522
2025 Q4	$218K	Buy	+8,300	New	+$203K	0.01%	484

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Keel Point's IVZ Position: Q1 2026 in Review

Keel Point sold out of Invesco (IVZ) in Q1 2026, closing a stake of 8,300 shares — an estimated $218K sold.

Keel Point first reported a position in IVZ in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Keel Point reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
Keel Point sold 8,300 Invesco shares in Q1 2026, an estimated $218K.
Keel Point first reported a position in Invesco in Q4 2025 and held it in 1 quarter.
Keel Point's Invesco position peaked at $218K in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.