MWM
IVZ icon

Manske Wealth Management’s Invesco IVZ Stock Holding History

Manske Wealth Management’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 		$213K Buy
+8,066
New +$214K 0.05% 214
2026
Q1 		– Sell
-8,716
Closed -$229K – 218
2025
Q4 		$229K Buy
+8,716
New +$213K 0.07% 195

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Manske Wealth Management's IVZ Position: Q2 2026 in Review

Manske Wealth Management opened a new position in Invesco (IVZ) in Q2 2026: 8,066 shares worth $213K. The stake represents 0.05% of the portfolio and ranks #214 among its holdings. This is a return to the name: Manske Wealth Management previously reported a position in IVZ as recently as Q4 2025.

Manske Wealth Management first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $229K in Q4 2025. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Manske Wealth Management held 8,066 shares of Invesco worth $213K as of Q2 2026.
  • Invesco was a new Manske Wealth Management position in Q2 2026.
  • Invesco made up 0.05% of Manske Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Manske Wealth Management first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • Manske Wealth Management's Invesco position peaked at $229K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Manske Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.