Mackenzie Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.29M | Sell |
135,594
-19,999
| -13% | -$523K | ﹤0.01% | 810 |
|
|
2025
Q4 | $4.11M | Buy |
155,593
+79,543
| +105% | +$1.94M | ﹤0.01% | 684 |
|
|
2025
Q3 | $1.74M | Sell |
76,050
-11,356
| -13% | -$236K | ﹤0.01% | 881 |
|
|
2025
Q2 | $1.38M | Sell |
87,406
-83,801
| -49% | -$1.2M | ﹤0.01% | 927 |
|
|
2025
Q1 | $2.6M | Sell |
171,207
-110,220
| -39% | -$1.88M | ﹤0.01% | 703 |
|
|
2024
Q4 | $4.92M | Buy |
281,427
+226,902
| +416% | +$4.04M | 0.01% | 574 |
|
|
2024
Q3 | $957K | Sell |
54,525
-3,122
| -5% | -$51.3K | ﹤0.01% | 876 |
|
|
2024
Q2 | $862K | Buy |
57,647
+9,336
| +19% | +$144K | ﹤0.01% | 890 |
|
|
2024
Q1 | $801K | Sell |
48,311
-285
| -0.6% | -$4.6K | ﹤0.01% | 928 |
|
|
2023
Q4 | $867K | Sell |
48,596
-12,062
| -20% | -$174K | ﹤0.01% | 891 |
|
|
2023
Q3 | $825K | Sell |
60,658
-27,212
| -31% | -$438K | ﹤0.01% | 890 |
|
|
2023
Q2 | $1.51M | Sell |
87,870
-74,829
| -46% | -$1.2M | ﹤0.01% | 779 |
|
|
2023
Q1 | $2.67M | Buy |
+162,699
| New | +$2.9M | ﹤0.01% | 685 |
|
|
2022
Q4 | – | Sell |
-56,317
| Closed | -$772K | – | 1510 |
|
|
2022
Q3 | $772K | Buy |
56,317
+36,607
| +186% | +$617K | ﹤0.01% | 860 |
|
|
2022
Q2 | $318K | Buy |
19,710
+5,174
| +36% | +$97.9K | ﹤0.01% | 1069 |
|
|
2022
Q1 | $335K | Buy |
14,536
+4,176
| +40% | +$92.6K | ﹤0.01% | 1075 |
|
|
2021
Q4 | $238K | Buy |
10,360
+1,334
| +15% | +$32.5K | ﹤0.01% | 1250 |
|
|
2021
Q3 | $218K | Buy |
9,026
+889
| +11% | +$22.2K | ﹤0.01% | 1280 |
|
|
2021
Q2 | $218K | Buy |
+8,137
| New | +$222K | ﹤0.01% | 1149 |
|
|
2021
Q1 | – | Sell |
-18,519
| Closed | -$323K | – | 1163 |
|
|
2020
Q4 | $323K | Sell |
18,519
-163
| -0.9% | -$2.51K | ﹤0.01% | 930 |
|
|
2020
Q3 | $213K | Sell |
18,682
-806,122
| -98% | -$8.54M | ﹤0.01% | 925 |
|
|
2020
Q2 | $8.88M | Buy |
+824,804
| New | +$7.4M | 0.02% | 318 |
|
|
2019
Q1 | – | Sell |
-198,264
| Closed | -$3.32M | – | 1275 |
|
|
2018
Q4 | $3.32M | Buy |
+198,264
| New | +$3.97M | 0.01% | 608 |
|
|
2016
Q3 | – | Sell |
-13,699
| Closed | -$350K | – | 756 |
|
|
2016
Q2 | $350K | Buy |
13,699
+71
| +0.5% | +$2.11K | ﹤0.01% | 808 |
|
|
2016
Q1 | $419K | Sell |
13,628
-86
| -0.6% | -$2.48K | ﹤0.01% | 686 |
|
|
2015
Q4 | $459K | Sell |
13,714
-105
| -0.8% | -$3.44K | ﹤0.01% | 686 |
|
|
2015
Q3 | $432K | Buy |
13,819
+3,780
| +38% | +$135K | ﹤0.01% | 681 |
|
|
2015
Q2 | $376K | Buy |
10,039
+129
| +1% | +$5.17K | ﹤0.01% | 714 |
|
|
2015
Q1 | $393K | Sell |
9,910
-1,025
| -9% | -$40K | ﹤0.01% | 697 |
|
|
2014
Q4 | $432K | Hold |
10,935
| – | – | ﹤0.01% | 658 |
|
|
2014
Q3 | $432K | Sell |
10,935
-23,184
| -68% | -$912K | ﹤0.01% | 640 |
|
|
2014
Q2 | $1.29M | Hold |
34,119
| – | – | 0.01% | 475 |
|
|
2014
Q1 | $1.26M | Buy |
34,119
+11,095
| +48% | +$384K | 0.01% | 453 |
|
|
2013
Q4 | $838K | Buy |
23,024
+2,392
| +12% | +$81.1K | ﹤0.01% | 522 |
|
|
2013
Q3 | $658K | Buy |
20,632
+1,717
| +9% | +$54.8K | ﹤0.01% | 539 |
|
|
2013
Q2 | $601K | Buy |
+18,915
| New | +$605K | ﹤0.01% | 560 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Mackenzie Financial's IVZ Position: Q1 2026 in Review
Mackenzie Financial reduced its Invesco (IVZ) stake by 13% in Q1 2026, selling an estimated $523K and leaving 135,594 shares worth $3.29M. The position accounts for ﹤0.01% of the portfolio, ranked #810.
Mackenzie Financial first reported a position in IVZ in Q2 2013 and has held it in 36 quarters since. The position peaked at $8.88M in Q2 2020. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Mackenzie Financial held 135,594 shares of Invesco worth $3.29M as of Q1 2026.
- Mackenzie Financial sold 19,999 Invesco shares in Q1 2026, an estimated $523K.
- Invesco made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #810 holding.
- Mackenzie Financial first reported a position in Invesco in Q2 2013 and has held it in 36 quarters since.
- Mackenzie Financial's Invesco position peaked at $8.88M in Q2 2020.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.