MSU
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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
Q2 		$916K Buy
34,705
+7,863
+29% +$208K 0.01% 598
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 $2.38B 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 $3.38T AUM 44.17% 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

Mizuho Securities USA's IVZ Position: Q2 2026 in Review

Mizuho Securities USA increased its Invesco (IVZ) stake by 29% in Q2 2026, buying an estimated $208K and bringing the position to 34,705 shares worth $916K. The position accounts for 0.01% of the portfolio, ranked #598.

Mizuho Securities USA first reported a position in IVZ in Q4 2014 and has held it in 11 quarters since. The position peaked at $4.86M in Q4 2014. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Mizuho Securities USA held 34,705 shares of Invesco worth $916K as of Q2 2026.
  • Mizuho Securities USA bought 7,863 Invesco shares in Q2 2026, an estimated $208K.
  • Invesco made up 0.01% of Mizuho Securities USA's portfolio in Q2 2026, its #598 holding.
  • Mizuho Securities USA first reported a position in Invesco in Q4 2014 and has held it in 11 quarters since.
  • Mizuho Securities USA's Invesco position peaked at $4.86M in Q4 2014.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Mizuho Securities USA's 13F filing for Q2 2026, filed 24 Jul 2026.