LPL Financial
IVZ icon

LPL Financial’s Invesco IVZ Stock Holding History

LPL Financial’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 		$4.81M Sell
198,184
-106,048
-35% -$2.77M ﹤0.01% 2649
2025
Q4 		$7.99M Buy
304,232
+62,576
+26% +$1.53M ﹤0.01% 2121
2025
Q3 		$5.54M Sell
241,656
-46,891
-16% -$973K ﹤0.01% 2369
2025
Q2 		$4.55M Buy
288,547
+93,720
+48% +$1.35M ﹤0.01% 2390
2025
Q1 		$2.96M Buy
194,827
+2,922
+2% +$49.9K ﹤0.01% 2578
2024
Q4 		$3.35M Sell
191,905
-3,215
-2% -$57.3K ﹤0.01% 2407
2024
Q3 		$3.43M Sell
195,120
-5,634
-3% -$92.5K ﹤0.01% 2268
2024
Q2 		$3M Sell
200,754
-23,896
-11% -$367K ﹤0.01% 2260
2024
Q1 		$3.73M Buy
224,650
+19,387
+9% +$313K ﹤0.01% 2015
2023
Q4 		$3.66M Buy
205,263
+4,088
+2% +$59K ﹤0.01% 1904
2023
Q3 		$2.92M Buy
201,175
+2,800
+1% +$45.1K ﹤0.01% 1983
2023
Q2 		$3.33M Buy
198,375
+47,041
+31% +$757K ﹤0.01% 1833
2023
Q1 		$2.48M Buy
151,334
+5,930
+4% +$106K ﹤0.01% 1972
2022
Q4 		$2.62M Sell
145,404
-85,139
-37% -$1.46M ﹤0.01% 1880
2022
Q3 		$3.16M Buy
230,543
+72,488
+46% +$1.22M ﹤0.01% 1677
2022
Q2 		$2.55M Sell
158,055
-67,211
-30% -$1.27M ﹤0.01% 1837
2022
Q1 		$5.2M Sell
225,266
-27,734
-11% -$615K ﹤0.01% 1414
2021
Q4 		$5.82M Sell
253,000
-53,817
-18% -$1.31M ﹤0.01% 1362
2021
Q3 		$7.4M Buy
306,817
+2,171
+0.7% +$54.3K 0.01% 1129
2021
Q2 		$8.14M Sell
304,646
-112,980
-27% -$3.08M 0.01% 1030
2021
Q1 		$10.5M Buy
417,626
+155,790
+59% +$3.49M 0.01% 808
2020
Q4 		$4.56M Buy
261,836
+5,697
+2% +$87.6K 0.01% 1169
2020
Q3 		$2.92M Buy
256,139
+18,957
+8% +$201K ﹤0.01% 1245
2020
Q2 		$2.55M Sell
237,182
-116,414
-33% -$1.04M ﹤0.01% 1221
2020
Q1 		$3.21M Buy
353,596
+24,240
+7% +$368K 0.01% 930
2019
Q4 		$5.92M Buy
329,356
+31,282
+10% +$534K 0.01% 776
2019
Q3 		$5.05M Buy
298,074
+10,798
+4% +$191K 0.01% 794
2019
Q2 		$5.88M Buy
287,276
+63,943
+29% +$1.33M 0.01% 717
2019
Q1 		$4.31M Buy
223,333
+22,337
+11% +$418K 0.01% 835
2018
Q4 		$3.37M Sell
200,996
-97
-0% -$1.94K 0.01% 849
2018
Q3 		$4.6M Buy
201,093
+82,076
+69% +$2.05M 0.01% 775
2018
Q2 		$3.16M Buy
119,017
+49,953
+72% +$1.44M 0.01% 909
2018
Q1 		$2.21M Buy
69,064
+19,931
+41% +$687K 0.01% 1047
2017
Q4 		$1.79M Buy
49,133
+12,469
+34% +$451K 0.01% 1140
2017
Q3 		$1.28M Buy
36,664
+12,110
+49% +$414K ﹤0.01% 1263
2017
Q2 		$864K Buy
24,554
+186
+0.8% +$6.06K ﹤0.01% 1469
2017
Q1 		$745K Buy
+24,368
New +$762K 0.01% 1475
2016
Q2 		– Sell
-12,703
Closed -$390K – 2802
2016
Q1 		$390K Sell
12,703
-5,428
-30% -$157K ﹤0.01% 2332
2015
Q4 		$600K Sell
18,131
-18,848
-51% -$617K ﹤0.01% 2077
2015
Q3 		$1.2M Sell
36,979
-1,994
-5% -$71K 0.01% 1129
2015
Q2 		$1.45M Buy
38,973
+9,744
+33% +$390K 0.01% 1101
2015
Q1 		$1.16M Sell
29,229
-7,640
-21% -$298K 0.01% 1246
2014
Q4 		$1.46M Buy
36,869
+5,172
+16% +$204K 0.01% 1068
2014
Q3 		$1.23M Sell
31,697
-22
-0.1% -$865 0.01% 1140
2014
Q2 		$1.2M Buy
31,719
+1,031
+3% +$37.3K 0.01% 1197
2014
Q1 		$1.14M Buy
30,688
+6,443
+27% +$223K 0.01% 1184
2013
Q4 		$883K Buy
24,245
+17,640
+267% +$598K 0.01% 1316
2013
Q3 		$229K Sell
6,605
-1,150
-15% -$36.7K ﹤0.01% 2219
2013
Q2 		$247K Buy
+7,755
New +$248K ﹤0.01% 2044

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

LPL Financial's IVZ Position: Q1 2026 in Review

LPL Financial reduced its Invesco (IVZ) stake by 35% in Q1 2026, selling an estimated $2.77M and leaving 198,184 shares worth $4.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2649.

LPL Financial first reported a position in IVZ in Q2 2013 and has held it in 49 quarters since. The position peaked at $10.5M in Q1 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • LPL Financial held 198,184 shares of Invesco worth $4.81M as of Q1 2026.
  • LPL Financial sold 106,048 Invesco shares in Q1 2026, an estimated $2.77M.
  • Invesco made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2649 holding.
  • LPL Financial first reported a position in Invesco in Q2 2013 and has held it in 49 quarters since.
  • LPL Financial's Invesco position peaked at $10.5M in Q1 2021.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.