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 Q2	$771	Buy	+29	New	+$769	﹤0.01%	580
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 $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lloyd Advisory Services's IVZ Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Invesco (IVZ) in Q2 2026: 29 shares worth $771. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in IVZ as recently as Q4 2025.

Lloyd Advisory Services first reported a position in IVZ in Q4 2019 and has held it in 11 quarters since. The position peaked at $785K in Q1 2024. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Lloyd Advisory Services held 29 shares of Invesco worth $771 as of Q2 2026.
Invesco was a new Lloyd Advisory Services position in Q2 2026.
Invesco made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #580 holding.
Lloyd Advisory Services first reported a position in Invesco in Q4 2019 and has held it in 11 quarters since.
Lloyd Advisory Services's Invesco position peaked at $785K in Q1 2024.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.