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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
Q2 		– Sell
-11,131
Closed -$270K – 936
2026
Q1 		$270K Sell
11,131
-13,482
-55% -$353K 0.03% 551
2025
Q4 		$647K Buy
+24,613
New +$601K 0.06% 191

Other funds holding IVZ

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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

Mirabella Financial Services's IVZ Position: Q2 2026 in Review

Mirabella Financial Services sold out of Invesco (IVZ) in Q2 2026, closing a stake of 11,131 shares — an estimated $270K sold.

Mirabella Financial Services first reported a position in IVZ in Q4 2025 and held it in 2 quarters. The position peaked at $647K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Mirabella Financial Services reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 11,131 Invesco shares in Q2 2026, an estimated $270K.
  • Mirabella Financial Services first reported a position in Invesco in Q4 2025 and held it in 2 quarters.
  • Mirabella Financial Services's Invesco position peaked at $647K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.