M
IVZ icon

MOTCO’s Invesco IVZ Stock Holding History

MOTCO’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 		$238 Buy
+9
New +$239 ﹤0.01% 805
2025
Q2 		– Sell
-125
Closed -$1.9K – 658
2025
Q1 		$1.9K Buy
+125
New +$2.13K ﹤0.01% 512
2021
Q1 		– Sell
-15
Closed – – 688
2020
Q4 		$0 Hold
15
– – ﹤0.01% 835
2020
Q3 		$0 Hold
15
– – ﹤0.01% 733
2020
Q2 		$0 Hold
15
– – ﹤0.01% 704
2020
Q1 		$0 Buy
+15
New +$228 ﹤0.01% 704
2015
Q1 		– Sell
-79
Closed -$3K – 591
2014
Q4 		$3K Buy
+79
New +$3.11K ﹤0.01% 583

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 $3.37T 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

MOTCO's IVZ Position: Q2 2026 in Review

MOTCO opened a new position in Invesco (IVZ) in Q2 2026: 9 shares worth $238. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: MOTCO previously reported a position in IVZ as recently as Q1 2025.

MOTCO first reported a position in IVZ in Q4 2014 and has held it in 7 quarters since. The position peaked at $3K in Q4 2014. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • MOTCO held 9 shares of Invesco worth $238 as of Q2 2026.
  • Invesco was a new MOTCO position in Q2 2026.
  • Invesco made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #805 holding.
  • MOTCO first reported a position in Invesco in Q4 2014 and has held it in 7 quarters since.
  • MOTCO's Invesco position peaked at $3K in Q4 2014.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.