Mather Group
IVZ icon

Mather Group’s Invesco IVZ Stock Holding History

Mather Group’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
Q3 		$534K Buy
17,722
+1,438
+9% +$44.3K ﹤0.01% 527
2026
Q2 		$430K Buy
16,284
+1,792
+12% +$47.5K ﹤0.01% 577
2026
Q1 		$352K Buy
14,492
+2,183
+18% +$57.1K ﹤0.01% 575
2025
Q4 		$323K Buy
12,309
+1,753
+17% +$42.8K ﹤0.01% 509
2025
Q3 		$242K Buy
+10,556
New +$219K ﹤0.01% 575
2025
Q2 		– Sell
-28,529
Closed -$433K – 1171
2025
Q1 		$433K Sell
28,529
-7,396
-21% -$126K 0.01% 407
2024
Q4 		$628K Buy
35,925
+3,313
+10% +$59K 0.01% 309
2024
Q3 		$573K Buy
32,612
+6,611
+25% +$109K 0.01% 341
2024
Q2 		$431K Buy
26,001
+2,519
+11% +$38.7K 0.01% 444
2024
Q1 		$419K Sell
23,482
-94
-0.4% -$1.52K 0.01% 373
2023
Q4 		$421K Buy
23,576
+7,912
+51% +$114K 0.01% 385
2023
Q3 		$227K Sell
15,664
-29,162
-65% -$469K ﹤0.01% 500
2023
Q2 		$754K Buy
+44,826
New +$721K 0.01% 271
2023
Q1 		– Sell
-10,121
Closed -$182K – 514
2022
Q4 		$182K Buy
+10,121
New +$173K ﹤0.01% 466
2022
Q2 		– Sell
-9,918
Closed -$229K – 434
2022
Q1 		$229K Buy
+9,918
New +$220K ﹤0.01% 400

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Harmony Asset Management
Harmony Asset Management Scottsdale, Arizona $398M AUM 31.23% 1-Year Est. Return

Mather Group's IVZ Position: Q3 2026 in Review

Mather Group increased its Invesco (IVZ) stake by 8.8% in Q3 2026, buying an estimated $44.3K and bringing the position to 17,722 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Mather Group first reported a position in IVZ in Q1 2022 and has held it in 15 quarters since. The position peaked at $754K in Q2 2023. 116 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Mather Group held 17,722 shares of Invesco worth $534K as of Q3 2026.
  • Mather Group bought 1,438 Invesco shares in Q3 2026, an estimated $44.3K.
  • Invesco made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #527 holding.
  • Mather Group first reported a position in Invesco in Q1 2022 and has held it in 15 quarters since.
  • Mather Group's Invesco position peaked at $754K in Q2 2023.
  • 116 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.