MPWT
IVZ icon

MassMutual Private Wealth & Trust’s Invesco IVZ Stock Holding History

MassMutual Private Wealth & Trust’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 		$33K Sell
1,251
-101
-7% -$2.68K ﹤0.01% 937
2026
Q1 		$32.8K Buy
1,352
+39
+3% +$1.02K ﹤0.01% 912
2025
Q4 		$34.5K Hold
1,313
– – ﹤0.01% 919
2025
Q3 		$30.1K Hold
1,313
– – ﹤0.01% 961
2025
Q2 		$20.7K Sell
1,313
-208
-14% -$2.99K ﹤0.01% 1096
2025
Q1 		$23.1K Buy
1,521
+264
+21% +$4.5K ﹤0.01% 971
2024
Q4 		$22K Hold
1,257
– – ﹤0.01% 975
2024
Q3 		$22.1K Buy
1,257
+11
+0.9% +$181 ﹤0.01% 877
2024
Q2 		$18.6K Hold
1,246
– – ﹤0.01% 882
2024
Q1 		$20.7K Buy
1,246
+48
+4% +$775 ﹤0.01% 823
2023
Q4 		$21.4K Buy
1,198
+538
+82% +$7.76K ﹤0.01% 803
2023
Q3 		$9.58K Sell
660
-6
-0.9% -$97 ﹤0.01% 1021
2023
Q2 		$11.2K Sell
666
-88
-12% -$1.42K ﹤0.01% 929
2023
Q1 		$12.4K Buy
754
+381
+102% +$6.8K ﹤0.01% 872
2022
Q4 		$7K Sell
373
-356
-49% -$6.09K ﹤0.01% 884
2022
Q3 		$10K Buy
729
+195
+37% +$3.29K ﹤0.01% 757
2022
Q2 		$9K Buy
534
+198
+59% +$3.75K ﹤0.01% 741
2022
Q1 		$8K Buy
336
+221
+192% +$4.9K ﹤0.01% 792
2021
Q4 		$3K Sell
115
-89
-44% -$2.17K ﹤0.01% 999
2021
Q3 		$5K Sell
204
-16
-7% -$400 ﹤0.01% 875
2021
Q2 		$6K Buy
220
+76
+53% +$2.07K ﹤0.01% 797
2021
Q1 		$4K Buy
144
+29
+25% +$650 ﹤0.01% 765
2020
Q4 		$2K Buy
+115
New +$1.77K ﹤0.01% 785
2020
Q2 		– Sell
-18,390
Closed -$167K – 775
2020
Q1 		$167K Buy
18,390
+1,340
+8% +$20.4K 0.01% 312
2019
Q4 		$307K Sell
17,050
-26,973
-61% -$460K 0.02% 319
2019
Q3 		$746K Buy
44,023
+9,584
+28% +$169K 0.05% 223
2019
Q2 		$705K Sell
34,439
-2,017
-6% -$41.9K 0.05% 227
2019
Q1 		$704K Buy
36,456
+6,423
+21% +$120K 0.05% 227
2018
Q4 		$503K Sell
30,033
-4,553
-13% -$91.1K 0.04% 234
2018
Q3 		$791K Buy
34,586
+7,872
+29% +$197K 0.06% 222
2018
Q2 		$710K Buy
26,714
+22,765
+576% +$655K 0.06% 219
2018
Q1 		$126K Buy
3,949
+239
+6% +$8.24K 0.01% 360
2017
Q4 		$136K Buy
3,710
+3,225
+665% +$117K 0.01% 372
2017
Q3 		$17K Buy
+485
New +$16.6K ﹤0.01% 676
2016
Q1 		– Sell
-70
Closed -$2.02K – 871
2015
Q4 		$2.34K Buy
+70
New +$2.29K ﹤0.01% 639

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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MassMutual Private Wealth & Trust's IVZ Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Invesco (IVZ) stake by 7.5% in Q2 2026, selling an estimated $2.68K and leaving 1,251 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

MassMutual Private Wealth & Trust first reported a position in IVZ in Q4 2015 and has held it in 35 quarters since. The position peaked at $791K in Q3 2018. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,251 shares of Invesco worth $33K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 101 Invesco shares in Q2 2026, an estimated $2.68K.
  • Invesco made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #937 holding.
  • MassMutual Private Wealth & Trust first reported a position in Invesco in Q4 2015 and has held it in 35 quarters since.
  • MassMutual Private Wealth & Trust's Invesco position peaked at $791K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.