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McGuire Capital Advisors’s Invesco IVZ Stock Holding History

McGuire Capital 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
Q2 		$5.81K Sell
220
-9,118
-98% -$242K ﹤0.01% 539
2026
Q1 		$227K Buy
+9,338
New +$244K 0.15% 82

Other funds holding IVZ

MMLI
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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

McGuire Capital Advisors's IVZ Position: Q2 2026 in Review

McGuire Capital Advisors reduced its Invesco (IVZ) stake by 98% in Q2 2026, selling an estimated $242K and leaving 220 shares worth $5.81K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

McGuire Capital Advisors first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $227K in Q1 2026. 666 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • McGuire Capital Advisors held 220 shares of Invesco worth $5.81K as of Q2 2026.
  • McGuire Capital Advisors sold 9,118 Invesco shares in Q2 2026, an estimated $242K.
  • Invesco made up ﹤0.01% of McGuire Capital Advisors's portfolio in Q2 2026, its #539 holding.
  • McGuire Capital Advisors first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
  • McGuire Capital Advisors's Invesco position peaked at $227K in Q1 2026.
  • 666 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on McGuire Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.