LI
IVZ icon

LRI Investments’s Invesco IVZ Stock Holding History

LRI Investments’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 		$8.97K Buy
340
+38
+13% +$1.01K ﹤0.01% 988
2026
Q1 		$7.34K Buy
+302
New +$7.9K ﹤0.01% 976

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LRI Investments's IVZ Position: Q2 2026 in Review

LRI Investments increased its Invesco (IVZ) stake by 13% in Q2 2026, buying an estimated $1.01K and bringing the position to 340 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

LRI Investments first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 225 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • LRI Investments held 340 shares of Invesco worth $8.97K as of Q2 2026.
  • LRI Investments bought 38 Invesco shares in Q2 2026, an estimated $1.01K.
  • Invesco made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #988 holding.
  • LRI Investments first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
  • 225 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.