MML Investors Services
IVZ icon

MML Investors Services’s Invesco IVZ Stock Holding History

MML Investors 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 		$1.3M Sell
53,459
-8,001
-13% -$209K ﹤0.01% 1600
2025
Q4 		$1.61M Sell
61,460
-10,765
-15% -$263K ﹤0.01% 1500
2025
Q3 		$1.66M Buy
72,225
+11,734
+19% +$244K ﹤0.01% 1429
2025
Q2 		$954K Buy
60,491
+30,540
+102% +$439K ﹤0.01% 1689
2025
Q1 		$454K Buy
29,951
+2,220
+8% +$37.9K ﹤0.01% 2048
2024
Q4 		$485K Buy
27,731
+1,863
+7% +$33.2K ﹤0.01% 1930
2024
Q3 		$454K Buy
25,868
+4,620
+22% +$75.9K ﹤0.01% 1923
2024
Q2 		$318K Buy
21,248
+473
+2% +$7.27K ﹤0.01% 2049
2024
Q1 		$345K Sell
20,775
-1,632
-7% -$26.3K ﹤0.01% 2017
2023
Q4 		$400K Buy
22,407
+972
+5% +$14K ﹤0.01% 1881
2023
Q3 		$311K Buy
21,435
+34
+0.2% +$547 ﹤0.01% 1900
2023
Q2 		$360K Buy
21,401
+2,287
+12% +$36.8K ﹤0.01% 1831
2023
Q1 		$313K Buy
19,114
+389
+2% +$6.94K ﹤0.01% 1655
2022
Q4 		$337K Sell
18,725
-50
-0.3% -$855 ﹤0.01% 1700
2022
Q3 		$257K Buy
18,775
+2,106
+13% +$35.5K ﹤0.01% 1776
2022
Q2 		$269K Sell
16,669
-521
-3% -$9.86K ﹤0.01% 1738
2022
Q1 		$396K Sell
17,190
-190
-1% -$4.21K ﹤0.01% 1580
2021
Q4 		$400K Buy
17,380
+1,002
+6% +$24.4K ﹤0.01% 1536
2021
Q3 		$395K Buy
16,378
+1,337
+9% +$33.4K ﹤0.01% 1480
2021
Q2 		$402K Buy
15,041
+249
+2% +$6.79K ﹤0.01% 1442
2021
Q1 		$373K Buy
14,792
+208
+1% +$4.66K ﹤0.01% 1402
2020
Q4 		$254K Sell
14,584
-11,749
-45% -$181K ﹤0.01% 1484
2020
Q3 		$300K Buy
26,333
+2,267
+9% +$24K ﹤0.01% 1282
2020
Q2 		$259K Sell
24,066
-53,721
-69% -$482K ﹤0.01% 1288
2020
Q1 		$706K Buy
77,787
+7,185
+10% +$109K 0.01% 735
2019
Q4 		$1.27M Buy
70,602
+3,717
+6% +$63.4K 0.02% 631
2019
Q3 		$1.13M Sell
66,885
-13,250
-17% -$234K 0.02% 627
2019
Q2 		$1.64M Buy
80,135
+24,061
+43% +$499K 0.02% 554
2019
Q1 		$1.08M Buy
56,074
+749
+1% +$14K 0.02% 671
2018
Q4 		$926K Sell
55,325
-8,783
-14% -$176K 0.02% 662
2018
Q3 		$1.47M Buy
64,108
+34,360
+116% +$859K 0.02% 550
2018
Q2 		$790K Buy
29,748
+5,750
+24% +$165K 0.02% 659
2018
Q1 		$768K Buy
23,998
+553
+2% +$19.1K 0.02% 659
2017
Q4 		$857K Buy
23,445
+2,240
+11% +$81K 0.02% 605
2017
Q3 		$743K Buy
21,205
+614
+3% +$21K 0.02% 615
2017
Q2 		$725K Buy
20,591
+735
+4% +$24K 0.01% 626
2017
Q1 		$608K Buy
+19,856
New +$621K 0.01% 395

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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

MML Investors Services's IVZ Position: Q1 2026 in Review

MML Investors Services reduced its Invesco (IVZ) stake by 13% in Q1 2026, selling an estimated $209K and leaving 53,459 shares worth $1.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

MML Investors Services first reported a position in IVZ in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.66M in Q3 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • MML Investors Services held 53,459 shares of Invesco worth $1.3M as of Q1 2026.
  • MML Investors Services sold 8,001 Invesco shares in Q1 2026, an estimated $209K.
  • Invesco made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1600 holding.
  • MML Investors Services first reported a position in Invesco in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Invesco position peaked at $1.66M in Q3 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.