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
Q3 		$1.51M Buy
50,226
+25,586
+104% +$788K ﹤0.01% 904
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

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lido Advisors's IVZ Position: Q3 2026 in Review

Lido Advisors increased its Invesco (IVZ) stake by 104% in Q3 2026, buying an estimated $788K and bringing the position to 50,226 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Lido Advisors first reported a position in IVZ in Q2 2017 and has held it in 4 quarters since. 544 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Lido Advisors held 50,226 shares of Invesco worth $1.51M as of Q3 2026.
  • Lido Advisors bought 25,586 Invesco shares in Q3 2026, an estimated $788K.
  • Invesco made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #904 holding.
  • Lido Advisors first reported a position in Invesco in Q2 2017 and has held it in 4 quarters since.
  • 544 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.