Krilogy Financial
IVZ icon

Krilogy Financial’s Invesco IVZ Stock Holding History

Krilogy Financial’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
Q3 		$937K Buy
32,025
+4,453
+16% +$137K 0.03% 440
2026
Q2 		$728K Buy
27,572
+595
+2% +$15.8K 0.02% 496
2026
Q1 		$648K Buy
26,977
+716
+3% +$18.7K 0.02% 499
2025
Q4 		$752K Buy
26,261
+3,497
+15% +$85.4K 0.03% 423
2025
Q3 		$532K Buy
+22,764
New +$473K 0.02% 509
2018
Q4 		– Sell
-400
Closed -$9K – 396
2018
Q3 		$9K Buy
+400
New +$10K ﹤0.01% 541
2017
Q2 		– Sell
-421
Closed -$13K – 753
2017
Q1 		$13K Hold
421
– – ﹤0.01% 483
2016
Q4 		$13K Buy
+421
New +$12.9K ﹤0.01% 483

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Krilogy Financial's IVZ Position: Q3 2026 in Review

Krilogy Financial increased its Invesco (IVZ) stake by 16% in Q3 2026, buying an estimated $137K and bringing the position to 32,025 shares worth $937K. The position accounts for 0.03% of the portfolio, ranked #440.

Krilogy Financial first reported a position in IVZ in Q4 2016 and has held it in 8 quarters since. 139 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Krilogy Financial held 32,025 shares of Invesco worth $937K as of Q3 2026.
  • Krilogy Financial bought 4,453 Invesco shares in Q3 2026, an estimated $137K.
  • Invesco made up 0.03% of Krilogy Financial's portfolio in Q3 2026, its #440 holding.
  • Krilogy Financial first reported a position in Invesco in Q4 2016 and has held it in 8 quarters since.
  • 139 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.