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Larson Financial Group’s Invesco IVZ Stock Holding History

Larson Financial 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 		$95.6K Buy
3,621
+1,020
+39% +$27K ﹤0.01% 1214
2026
Q1 		$63.2K Buy
2,601
+1,055
+68% +$27.6K ﹤0.01% 1230
2025
Q4 		$40.6K Buy
1,546
+80
+5% +$1.95K ﹤0.01% 1341
2025
Q3 		$33.6K Buy
1,466
+558
+61% +$11.6K ﹤0.01% 1355
2025
Q2 		$14.3K Buy
908
+464
+105% +$6.66K ﹤0.01% 1645
2025
Q1 		$6.74K Buy
444
+441
+14,700% +$7.53K ﹤0.01% 1788
2024
Q4 		$52 Hold
3
– – ﹤0.01% 2697
2024
Q3 		$53 Buy
+3
New +$49 ﹤0.01% 2631

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

Larson Financial Group's IVZ Position: Q2 2026 in Review

Larson Financial Group increased its Invesco (IVZ) stake by 39% in Q2 2026, buying an estimated $27K and bringing the position to 3,621 shares worth $95.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Larson Financial Group first reported a position in IVZ in Q3 2024 and has held it in 8 quarters since. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Larson Financial Group held 3,621 shares of Invesco worth $95.6K as of Q2 2026.
  • Larson Financial Group bought 1,020 Invesco shares in Q2 2026, an estimated $27K.
  • Invesco made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1214 holding.
  • Larson Financial Group first reported a position in Invesco in Q3 2024 and has held it in 8 quarters since.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.