MOACM
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Mutual of America Capital Management’s Invesco IVZ Stock Holding History

Mutual of America Capital Management’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 		$1.18M Sell
44,866
-2,362
-5% -$62.6K 0.01% 961
2026
Q1 		$1.15M Sell
47,228
-568
-1% -$14.9K 0.01% 929
2025
Q4 		$1.26M Sell
47,796
-547
-1% -$13.4K 0.01% 929
2025
Q3 		$1.11M Sell
48,343
-2,984
-6% -$61.9K 0.01% 959
2025
Q2 		$809K Sell
51,327
-773
-1% -$11.1K 0.01% 1009
2025
Q1 		$790K Sell
52,100
-1,743
-3% -$29.7K 0.01% 1026
2024
Q4 		$941K Sell
53,843
-1,572
-3% -$28K 0.01% 1008
2024
Q3 		$973K Sell
55,415
-1,311
-2% -$21.5K 0.01% 1035
2024
Q2 		$849K Sell
56,726
-2,207
-4% -$33.9K 0.01% 1050
2024
Q1 		$978K Sell
58,933
-1,058
-2% -$17.1K 0.01% 1044
2023
Q4 		$1.07M Sell
59,991
-2,624
-4% -$37.9K 0.01% 1042
2023
Q3 		$909K Sell
62,615
-3,113
-5% -$50.1K 0.01% 1048
2023
Q2 		$1.1M Buy
65,728
+824
+1% +$13.3K 0.01% 1034
2023
Q1 		$1.06M Buy
64,904
+109
+0.2% +$1.95K 0.01% 1028
2022
Q4 		$1.17M Buy
64,795
+1,988
+3% +$34K 0.01% 1017
2022
Q3 		$860K Buy
62,807
+16,889
+37% +$285K 0.01% 1050
2022
Q2 		$741K Buy
45,918
+372
+0.8% +$7.04K 0.01% 1055
2022
Q1 		$1.05M Buy
45,546
+481
+1% +$10.7K 0.01% 1051
2021
Q4 		$1.04M Buy
45,065
+216
+0.5% +$5.26K 0.01% 1055
2021
Q3 		$1.08M Sell
44,849
-4,566
-9% -$114K 0.01% 1060
2021
Q2 		$1.32M Buy
49,415
+640
+1% +$17.4K 0.01% 1063
2021
Q1 		$1.23M Buy
48,775
+1,478
+3% +$33.1K 0.01% 1062
2020
Q4 		$824K Sell
47,297
-1,891
-4% -$29.1K 0.01% 1076
2020
Q3 		$561K Sell
49,188
-1,720
-3% -$18.2K 0.01% 1094
2020
Q2 		$548K Buy
50,908
+43
+0.1% +$386 0.01% 1110
2020
Q1 		$462K Sell
50,865
-141
-0.3% -$2.14K 0.01% 1098
2019
Q4 		$917K Sell
51,006
-421
-0.8% -$7.18K 0.01% 1094
2019
Q3 		$871K Sell
51,427
-1,721
-3% -$30.4K 0.01% 1081
2019
Q2 		$1.09M Buy
+53,148
New +$1.1M 0.02% 1064

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mutual of America Capital Management's IVZ Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Invesco (IVZ) stake by 5% in Q2 2026, selling an estimated $62.6K and leaving 44,866 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #961.

Mutual of America Capital Management first reported a position in IVZ in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.32M in Q2 2021. 400 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Mutual of America Capital Management held 44,866 shares of Invesco worth $1.18M as of Q2 2026.
  • Mutual of America Capital Management sold 2,362 Invesco shares in Q2 2026, an estimated $62.6K.
  • Invesco made up 0.01% of Mutual of America Capital Management's portfolio in Q2 2026, its #961 holding.
  • Mutual of America Capital Management first reported a position in Invesco in Q2 2019 and has held it in 29 quarters since.
  • Mutual of America Capital Management's Invesco position peaked at $1.32M in Q2 2021.
  • 400 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.