KCP
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Kera Capital Partners’s Invesco IVZ Stock Holding History

Kera Capital Partners’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 		$659K Buy
24,980
+988
+4% +$26.2K 0.06% 247
2026
Q1 		$583K Buy
23,992
+484
+2% +$12.7K 0.07% 202
2025
Q4 		$642K Sell
23,508
-692
-3% -$16.9K 0.08% 172
2025
Q3 		$555K Buy
24,200
+1,824
+8% +$37.9K 0.08% 129
2025
Q2 		$353K Buy
+22,376
New +$321K 0.07% 152

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Kera Capital Partners's IVZ Position: Q2 2026 in Review

Kera Capital Partners increased its Invesco (IVZ) stake by 4.1% in Q2 2026, buying an estimated $26.2K and bringing the position to 24,980 shares worth $659K. The position accounts for 0.06% of the portfolio, ranked #247.

Kera Capital Partners first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Kera Capital Partners held 24,980 shares of Invesco worth $659K as of Q2 2026.
  • Kera Capital Partners bought 988 Invesco shares in Q2 2026, an estimated $26.2K.
  • Invesco made up 0.06% of Kera Capital Partners's portfolio in Q2 2026, its #247 holding.
  • Kera Capital Partners first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Kera Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.