Lido Advisors
IVZ icon

Lido Advisors’s Invesco IVZ Stock Holding History

Lido Advisors’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 		$650K Buy
24,640
+12,898
+110% +$342K ﹤0.01% 1323
2026
Q1 		$285K Buy
+11,742
New +$307K ﹤0.01% 1597
2017
Q3 		– Sell
-6,000
Closed -$211K – 310
2017
Q2 		$211K Buy
+6,000
New +$196K 0.04% 232

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

Lido Advisors's IVZ Position: Q2 2026 in Review

Lido Advisors increased its Invesco (IVZ) stake by 110% in Q2 2026, buying an estimated $342K and bringing the position to 24,640 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Lido Advisors first reported a position in IVZ in Q2 2017 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Lido Advisors held 24,640 shares of Invesco worth $650K as of Q2 2026.
  • Lido Advisors bought 12,898 Invesco shares in Q2 2026, an estimated $342K.
  • Invesco made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1323 holding.
  • Lido Advisors first reported a position in Invesco in Q2 2017 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.