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
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 $2.17B 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

Lido Advisors's IVZ Position: Q1 2026 in Review

Lido Advisors opened a new position in Invesco (IVZ) in Q1 2026: 11,742 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1597 among its holdings. This is a return to the name: Lido Advisors previously reported a position in IVZ as recently as Q2 2017.

Lido Advisors first reported a position in IVZ in Q2 2017 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Lido Advisors held 11,742 shares of Invesco worth $285K as of Q1 2026.
  • Invesco was a new Lido Advisors position in Q1 2026.
  • Invesco made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1597 holding.
  • Lido Advisors first reported a position in Invesco in Q2 2017 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.