MA
IVZ icon

MCF Advisors’s Invesco IVZ Stock Holding History

MCF Advisors’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
Q1 		$142K Buy
5,852
+1,044
+22% +$27.3K 0.01% 446
2025
Q4 		$126K Sell
4,808
-1,281
-21% -$31.3K 0.01% 371
2025
Q3 		$140K Buy
6,089
+2,913
+92% +$60.5K 0.01% 294
2025
Q2 		$50.1K Sell
3,176
-2,984
-48% -$42.9K ﹤0.01% 404
2025
Q1 		$93.4K Sell
6,160
-136
-2% -$2.32K 0.01% 320
2024
Q4 		$110K Sell
6,296
-21
-0.3% -$374 0.01% 297
2024
Q3 		$111K Buy
6,317
+7
+0.1% +$115 0.01% 293
2024
Q2 		$94.4K Buy
6,310
+4
+0.1% +$62 0.01% 305
2024
Q1 		$105K Buy
6,306
+124
+2% +$2K 0.01% 292
2023
Q4 		$110K Buy
6,182
+855
+16% +$12.3K 0.01% 283
2023
Q3 		$77.3K Buy
5,327
+363
+7% +$5.84K 0.01% 318
2023
Q2 		$83.4K Sell
4,964
-91
-2% -$1.47K 0.01% 311
2023
Q1 		$82.9K Buy
5,055
+830
+20% +$14.8K 0.01% 305
2022
Q4 		$76K Buy
4,225
+333
+9% +$5.7K 0.01% 304
2022
Q3 		$53K Buy
3,892
+2,430
+166% +$41K 0.01% 336
2022
Q2 		$24K Buy
1,462
+57
+4% +$1.08K ﹤0.01% 419
2022
Q1 		$32K Buy
1,405
+153
+12% +$3.39K ﹤0.01% 395
2021
Q4 		$29K Buy
1,252
+515
+70% +$12.5K 0.62% 13
2021
Q3 		$18K Buy
737
+539
+272% +$13.5K ﹤0.01% 428
2021
Q2 		$5K Hold
198
– – ﹤0.01% 497
2021
Q1 		$5K Buy
+198
New +$4.44K ﹤0.01% 461

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCF Advisors's IVZ Position: Q1 2026 in Review

MCF Advisors increased its Invesco (IVZ) stake by 22% in Q1 2026, buying an estimated $27.3K and bringing the position to 5,852 shares worth $142K. The position accounts for 0.01% of the portfolio, ranked #446.

MCF Advisors first reported a position in IVZ in Q1 2021 and has held it in 21 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • MCF Advisors held 5,852 shares of Invesco worth $142K as of Q1 2026.
  • MCF Advisors bought 1,044 Invesco shares in Q1 2026, an estimated $27.3K.
  • Invesco made up 0.01% of MCF Advisors's portfolio in Q1 2026, its #446 holding.
  • MCF Advisors first reported a position in Invesco in Q1 2021 and has held it in 21 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on MCF Advisors's 13F filing for Q1 2026, filed 11 May 2026.