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HURRICANE CAPITAL ADVISORS LLC’s Invesco IVZ Stock Holding History

HURRICANE CAPITAL ADVISORS LLC’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 		$13.2K Sell
500
-5,400
-92% -$143K ﹤0.01% 677
2026
Q1 		$143K Hold
5,900
– – 0.04% 322
2025
Q4 		$155K Hold
5,900
– – 0.05% 335
2025
Q3 		$135K Sell
5,900
-3,900
-40% -$81K 0.03% 388
2025
Q2 		$155K Buy
9,800
+3,800
+63% +$54.6K 0.04% 304
2025
Q1 		$91K Buy
6,000
+4,358
+265% +$74.4K 0.03% 328
2024
Q4 		$28.7K Sell
1,642
-2,358
-59% -$42K 0.01% 427
2024
Q3 		$70.2K Hold
4,000
– – 0.02% 397
2024
Q2 		$59.8K Sell
4,000
-3,000
-43% -$46.1K 0.02% 385
2024
Q1 		$116K Hold
7,000
– – 0.03% 315
2023
Q4 		$125K Buy
+7,000
New +$101K 0.05% 235

Other funds holding IVZ

Massachusetts Mutual Life Insurance
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 $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

HURRICANE CAPITAL ADVISORS LLC's IVZ Position: Q2 2026 in Review

HURRICANE CAPITAL ADVISORS LLC reduced its Invesco (IVZ) stake by 92% in Q2 2026, selling an estimated $143K and leaving 500 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

HURRICANE CAPITAL ADVISORS LLC first reported a position in IVZ in Q4 2023 and has held it in 11 quarters since. The position peaked at $155K in Q4 2025. 675 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • HURRICANE CAPITAL ADVISORS LLC held 500 shares of Invesco worth $13.2K as of Q2 2026.
  • HURRICANE CAPITAL ADVISORS LLC sold 5,400 Invesco shares in Q2 2026, an estimated $143K.
  • Invesco made up ﹤0.01% of HURRICANE CAPITAL ADVISORS LLC's portfolio in Q2 2026, its #677 holding.
  • HURRICANE CAPITAL ADVISORS LLC first reported a position in Invesco in Q4 2023 and has held it in 11 quarters since.
  • HURRICANE CAPITAL ADVISORS LLC's Invesco position peaked at $155K in Q4 2025.
  • 675 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on HURRICANE CAPITAL ADVISORS LLC's 13F filing for Q2 2026, filed 3 Nov 2026.