MBL Wealth
IVZ icon

MBL Wealth’s Invesco IVZ Stock Holding History

MBL Wealth’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 		$589K Buy
+19,516
New +$601K 0.04% 265

Other funds holding IVZ

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

MBL Wealth's IVZ Position: Q3 2026 in Review

MBL Wealth opened a new position in Invesco (IVZ) in Q3 2026: 19,516 shares worth $589K. The stake represents 0.04% of the portfolio and ranks #265 among its holdings.

577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • MBL Wealth held 19,516 shares of Invesco worth $589K as of Q3 2026.
  • Invesco was a new MBL Wealth position in Q3 2026.
  • Invesco made up 0.04% of MBL Wealth's portfolio in Q3 2026, its #265 holding.
  • 577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.