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Michael Gelband’s Invesco IVZ Stock Holding History

Michael Gelband’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 		$7.12M Sell
269,662
-74,189
-22% -$1.97M 0.05% 388
2026
Q1 		$8.35M Buy
+343,851
New +$9M 0.07% 276
2025
Q4 		– Sell
-287,150
Closed -$6.59M – 1785
2025
Q3 		$6.59M Buy
287,150
+108,670
+61% +$2.26M 0.07% 314
2025
Q2 		$2.81M Sell
178,480
-846,728
-83% -$12.2M 0.02% 619
2025
Q1 		$15.6M Buy
+1,025,208
New +$17.5M 0.15% 131
2024
Q4 		– Sell
-497,145
Closed -$8.73M – 1765
2024
Q3 		$8.73M Buy
497,145
+467,137
+1,557% +$7.67M 0.05% 259
2024
Q2 		$449K Sell
30,008
-246,063
-89% -$3.78M ﹤0.01% 1236
2024
Q1 		$4.58M Buy
+276,071
New +$4.46M 0.03% 417
2023
Q4 		– Sell
-24,708
Closed -$359K – 1755
2023
Q3 		$359K Buy
+24,708
New +$398K ﹤0.01% 1362
2021
Q4 		– Sell
-23,954
Closed -$578K – 2377
2021
Q3 		$578K Sell
23,954
-143,972
-86% -$3.6M 0.01% 1297
2021
Q2 		$4.49M Buy
167,926
+157,706
+1,543% +$4.3M 0.05% 395
2021
Q1 		$258K Sell
10,220
-14,188
-58% -$318K ﹤0.01% 1751
2020
Q4 		$425K Buy
+24,408
New +$375K ﹤0.01% 1344
2020
Q2 		– Sell
-24,906
Closed -$226K – 1898
2020
Q1 		$226K Buy
+24,906
New +$379K 0.01% 740
2019
Q4 		– Sell
-51,000
Closed -$864K – 1702
2019
Q3 		$864K Buy
51,000
+10,209
+25% +$180K 0.03% 433
2019
Q2 		$835K Buy
+40,791
New +$847K 0.03% 307

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

Michael Gelband's IVZ Position: Q2 2026 in Review

Michael Gelband reduced its Invesco (IVZ) stake by 22% in Q2 2026, selling an estimated $1.97M and leaving 269,662 shares worth $7.12M. The position accounts for 0.05% of the portfolio, ranked #388.

Michael Gelband first reported a position in IVZ in Q2 2019 and has held it in 16 quarters since. The position peaked at $15.6M in Q1 2025. 664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Michael Gelband held 269,662 shares of Invesco worth $7.12M as of Q2 2026.
  • Michael Gelband sold 74,189 Invesco shares in Q2 2026, an estimated $1.97M.
  • Invesco made up 0.05% of Michael Gelband's portfolio in Q2 2026, its #388 holding.
  • Michael Gelband first reported a position in Invesco in Q2 2019 and has held it in 16 quarters since.
  • Michael Gelband's Invesco position peaked at $15.6M in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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