KWM
IVZ icon

Kingsview Wealth Management’s Invesco IVZ Stock Holding History

Kingsview Wealth Management’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
-147,946
Closed -$3.89M – 1379
2025
Q4 		$3.89M Buy
147,946
+110,939
+300% +$2.71M 0.06% 325
2025
Q3 		$849K Buy
37,007
+9,023
+32% +$187K 0.01% 654
2025
Q2 		$441K Buy
+27,984
New +$402K 0.01% 817

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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kingsview Wealth Management's IVZ Position: Q1 2026 in Review

Kingsview Wealth Management sold out of Invesco (IVZ) in Q1 2026, closing a stake of 147,946 shares — an estimated $3.89M sold.

Kingsview Wealth Management first reported a position in IVZ in Q2 2025 and held it in 3 quarters. The position peaked at $3.89M in Q4 2025. 638 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Kingsview Wealth Management reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Kingsview Wealth Management sold 147,946 Invesco shares in Q1 2026, an estimated $3.89M.
  • Kingsview Wealth Management first reported a position in Invesco in Q2 2025 and held it in 3 quarters.
  • Kingsview Wealth Management's Invesco position peaked at $3.89M in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.