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Lloyd Advisory Services’s Invesco IVZ Stock Holding History

Lloyd Advisory Services’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
-29
Closed -$755 – 953
2025
Q4 		$755 Buy
+29
New +$708 ﹤0.01% 499
2024
Q2 		– Sell
-47,320
Closed -$785K – 144
2024
Q1 		$785K Buy
+47,320
New +$764K 0.17% 101
2022
Q2 		– Sell
-952
Closed -$22K – 308
2022
Q1 		$22K Buy
952
+137
+17% +$3.04K 0.01% 334
2021
Q4 		$19K Buy
815
+79
+11% +$1.92K 0.01% 293
2021
Q3 		$18K Buy
736
+314
+74% +$7.85K 0.01% 259
2021
Q2 		$11K Buy
422
+151
+56% +$4.12K 0.01% 272
2021
Q1 		$7K Hold
271
– – ﹤0.01% 263
2020
Q4 		$5K Buy
+271
New +$4.17K ﹤0.01% 248
2020
Q2 		– Sell
-4,544
Closed -$41K – 329
2020
Q1 		$41K Sell
4,544
-514
-10% -$7.81K 0.03% 96
2019
Q4 		$91K Buy
+5,058
New +$86.3K 0.08% 98

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

Lloyd Advisory Services's IVZ Position: Q1 2026 in Review

Lloyd Advisory Services sold out of Invesco (IVZ) in Q1 2026, closing a stake of 29 shares — an estimated $755 sold.

Lloyd Advisory Services first reported a position in IVZ in Q4 2019 and held it in 10 quarters. The position peaked at $785K in Q1 2024. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Lloyd Advisory Services reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 29 Invesco shares in Q1 2026, an estimated $755.
  • Lloyd Advisory Services first reported a position in Invesco in Q4 2019 and held it in 10 quarters.
  • Lloyd Advisory Services's Invesco position peaked at $785K in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.