MSA
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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
Q2 		$352K Buy
13,352
+1,066
+9% +$28.3K 0.02% 464
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 $2.38B 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

MUFG Securities Americas's IVZ Position: Q2 2026 in Review

MUFG Securities Americas increased its Invesco (IVZ) stake by 8.7% in Q2 2026, buying an estimated $28.3K and bringing the position to 13,352 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #464.

MUFG Securities Americas first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • MUFG Securities Americas held 13,352 shares of Invesco worth $352K as of Q2 2026.
  • MUFG Securities Americas bought 1,066 Invesco shares in Q2 2026, an estimated $28.3K.
  • Invesco made up 0.02% of MUFG Securities Americas's portfolio in Q2 2026, its #464 holding.
  • MUFG Securities Americas first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.