Metis Global Partners’s Invesco IVZ Stock Holding History

Metis Global Partners’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	$203K	Sell	8,376 -1,202	-13%	-$31.4K	0.01%	692
2025 Q4	$252K	Sell	9,578 -883	-8%	-$21.6K	0.01%	681
2025 Q3	$240K	Sell	10,461 -136	-1%	-$2.82K	0.01%	698
2025 Q2	$167K	Buy	+10,597	New	+$152K	﹤0.01%	743
2023 Q4	–	Sell	-14,676	Closed	-$213K	–	755
2023 Q3	$213K	Buy	14,676 +2,545	+21%	+$41K	0.01%	680
2023 Q2	$204K	Sell	12,131 -221	-2%	-$3.56K	0.01%	679
2023 Q1	$203K	Sell	12,352 -6,779	-35%	-$121K	0.01%	634
2022 Q4	$344K	Buy	19,131 +6,745	+54%	+$115K	0.03%	499
2022 Q3	$170K	Buy	+12,386	New	+$209K	0.03%	506

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Metis Global Partners's IVZ Position: Q1 2026 in Review

Metis Global Partners reduced its Invesco (IVZ) stake by 13% in Q1 2026, selling an estimated $31.4K and leaving 8,376 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #692.

Metis Global Partners first reported a position in IVZ in Q3 2022 and has held it in 9 quarters since. The position peaked at $344K in Q4 2022. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Metis Global Partners held 8,376 shares of Invesco worth $203K as of Q1 2026.
Metis Global Partners sold 1,202 Invesco shares in Q1 2026, an estimated $31.4K.
Invesco made up 0.01% of Metis Global Partners's portfolio in Q1 2026, its #692 holding.
Metis Global Partners first reported a position in Invesco in Q3 2022 and has held it in 9 quarters since.
Metis Global Partners's Invesco position peaked at $344K in Q4 2022.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Metis Global Partners's 13F filing for Q1 2026, filed 7 May 2026.