LIP
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Lighthouse Investment Partners’s Invesco IVZ Stock Holding History

Lighthouse Investment Partners’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 		– Sell
-269,472
Closed -$7.08M – 888
2025
Q4 		$7.08M Sell
269,472
-104,179
-28% -$2.54M 0.21% 138
2025
Q3 		$8.57M Buy
373,651
+137,801
+58% +$2.86M 0.26% 106
2025
Q2 		$3.72M Buy
+235,850
New +$3.39M 0.14% 215

Other funds holding IVZ

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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

Lighthouse Investment Partners's IVZ Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of Invesco (IVZ) in Q1 2026, closing a stake of 269,472 shares — an estimated $7.08M sold.

Lighthouse Investment Partners first reported a position in IVZ in Q2 2025 and held it in 3 quarters. The position peaked at $8.57M in Q3 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Lighthouse Investment Partners reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Lighthouse Investment Partners sold 269,472 Invesco shares in Q1 2026, an estimated $7.08M.
  • Lighthouse Investment Partners first reported a position in Invesco in Q2 2025 and held it in 3 quarters.
  • Lighthouse Investment Partners's Invesco position peaked at $8.57M in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.