Mizuho Securities USA’s Invesco IVZ Stock Holding History

Mizuho Securities USA’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	$652K	Sell	26,842 -5,567	-17%	-$146K	0.02%	613
2025 Q4	$792K	Sell	32,409 -72	-0.2%	-$1.76K	0.01%	617
2025 Q3	$711K	Buy	32,481 +1,543	+5%	+$32K	0.01%	633
2025 Q2	$488K	Sell	30,938 -4,933	-14%	-$70.8K	0.01%	638
2025 Q1	$544K	Sell	35,871 -6,726	-16%	-$115K	0.01%	600
2024 Q4	$745K	Buy	42,597 +13,417	+46%	+$239K	0.01%	566
2024 Q3	$512K	Sell	29,180 -5,505	-16%	-$90.4K	0.01%	581
2024 Q2	$519K	Buy	+34,685	New	+$533K	0.01%	583
2015 Q2	–	Sell	-56,700	Closed	-$2.25M	–	222
2015 Q1	$2.25M	Sell	56,700 -66,300	-54%	-$2.59M	0.29%	63
2014 Q4	$4.86M	Buy	+123,000	New	+$4.85M	0.48%	44

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

Mizuho Securities USA's IVZ Position: Q1 2026 in Review

Mizuho Securities USA reduced its Invesco (IVZ) stake by 17% in Q1 2026, selling an estimated $146K and leaving 26,842 shares worth $652K. The position accounts for 0.02% of the portfolio, ranked #613.

Mizuho Securities USA first reported a position in IVZ in Q4 2014 and has held it in 10 quarters since. The position peaked at $4.86M in Q4 2014. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Mizuho Securities USA held 26,842 shares of Invesco worth $652K as of Q1 2026.
Mizuho Securities USA sold 5,567 Invesco shares in Q1 2026, an estimated $146K.
Invesco made up 0.02% of Mizuho Securities USA's portfolio in Q1 2026, its #613 holding.
Mizuho Securities USA first reported a position in Invesco in Q4 2014 and has held it in 10 quarters since.
Mizuho Securities USA's Invesco position peaked at $4.86M in Q4 2014.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Mizuho Securities USA's 13F filing for Q1 2026, filed 11 May 2026.