KG
IVZ icon

Kilter Group’s Invesco IVZ Stock Holding History

Kilter 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 		$1.27K Sell
48
-98
-67% -$2.6K ﹤0.01% 1205
2026
Q1 		$3.55K Sell
146
-30
-17% -$785 ﹤0.01% 724
2025
Q4 		$4.62K Buy
176
+123
+232% +$3K ﹤0.01% 525
2025
Q3 		$1.22K Buy
53
+13
+33% +$270 ﹤0.01% 824
2025
Q2 		$631 Buy
+40
New +$574 ﹤0.01% 932

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 $3.38T AUM 44.17% 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

Kilter Group's IVZ Position: Q2 2026 in Review

Kilter Group reduced its Invesco (IVZ) stake by 67% in Q2 2026, selling an estimated $2.6K and leaving 48 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Kilter Group first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.62K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Kilter Group held 48 shares of Invesco worth $1.27K as of Q2 2026.
  • Kilter Group sold 98 Invesco shares in Q2 2026, an estimated $2.6K.
  • Invesco made up ﹤0.01% of Kilter Group's portfolio in Q2 2026, its #1205 holding.
  • Kilter Group first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
  • Kilter Group's Invesco position peaked at $4.62K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.