MSA
IVZ icon

MUFG Securities Americas’s Invesco IVZ Stock Holding History

MUFG Securities Americas’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 		$298K Buy
12,286
+295
+2% +$7.72K 0.02% 465
2025
Q4 		$315K Sell
11,991
-35
-0.3% -$855 0.02% 457
2025
Q3 		$276K Buy
12,026
+2,107
+21% +$43.7K 0.02% 471
2025
Q2 		$156K Buy
9,919
+1,989
+25% +$28.6K 0.01% 496
2025
Q1 		$120K Buy
7,930
+1,296
+20% +$22.1K 0.01% 497
2024
Q4 		$116K Buy
+6,634
New +$118K 0.01% 496

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

MUFG Securities Americas's IVZ Position: Q1 2026 in Review

MUFG Securities Americas increased its Invesco (IVZ) stake by 2.5% in Q1 2026, buying an estimated $7.72K and bringing the position to 12,286 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #465.

MUFG Securities Americas first reported a position in IVZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $315K in Q4 2025. 632 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • MUFG Securities Americas held 12,286 shares of Invesco worth $298K as of Q1 2026.
  • MUFG Securities Americas bought 295 Invesco shares in Q1 2026, an estimated $7.72K.
  • Invesco made up 0.02% of MUFG Securities Americas's portfolio in Q1 2026, its #465 holding.
  • MUFG Securities Americas first reported a position in Invesco in Q4 2024 and has held it in 6 quarters since.
  • MUFG Securities Americas's Invesco position peaked at $315K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

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