KF
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
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

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Krilogy Financial's IVZ Position: Q1 2026 in Review

Krilogy Financial increased its Invesco (IVZ) stake by 2.7% in Q1 2026, buying an estimated $18.7K and bringing the position to 26,977 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #499.

Krilogy Financial first reported a position in IVZ in Q4 2016 and has held it in 6 quarters since. The position peaked at $752K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Krilogy Financial held 26,977 shares of Invesco worth $648K as of Q1 2026.
  • Krilogy Financial bought 716 Invesco shares in Q1 2026, an estimated $18.7K.
  • Invesco made up 0.02% of Krilogy Financial's portfolio in Q1 2026, its #499 holding.
  • Krilogy Financial first reported a position in Invesco in Q4 2016 and has held it in 6 quarters since.
  • Krilogy Financial's Invesco position peaked at $752K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.