MFS
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Mirabella Financial Services’s Invesco IVZ Stock Holding History

Mirabella Financial Services’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 		$270K Sell
11,131
-13,482
-55% -$353K 0.03% 551
2025
Q4 		$647K Buy
+24,613
New +$601K 0.06% 191

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

Mirabella Financial Services's IVZ Position: Q1 2026 in Review

Mirabella Financial Services reduced its Invesco (IVZ) stake by 55% in Q1 2026, selling an estimated $353K and leaving 11,131 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #551.

Mirabella Financial Services first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $647K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Mirabella Financial Services held 11,131 shares of Invesco worth $270K as of Q1 2026.
  • Mirabella Financial Services sold 13,482 Invesco shares in Q1 2026, an estimated $353K.
  • Invesco made up 0.03% of Mirabella Financial Services's portfolio in Q1 2026, its #551 holding.
  • Mirabella Financial Services first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • Mirabella Financial Services's Invesco position peaked at $647K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.