Marquette Asset Management’s Invesco IVZ Stock Holding History

Marquette Asset 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	$4.93K	Hold	187	–	–	﹤0.01%	433
2026 Q1	$4.54K	Buy	+187	New	+$4.89K	﹤0.01%	374

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 $3.37T AUM 44.26% 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

Marquette Asset Management's IVZ Position: Q2 2026 in Review

Marquette Asset Management held its Invesco (IVZ) position steady in Q2 2026 at 187 shares worth $4.93K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Marquette Asset Management first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Marquette Asset Management held 187 shares of Invesco worth $4.93K as of Q2 2026.
Marquette Asset Management left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Marquette Asset Management's portfolio in Q2 2026, its #433 holding.
Marquette Asset Management first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Marquette Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.