NIM
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NEOS Investment Management’s Invesco IVZ Stock Holding History

NEOS Investment 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 		$2M Buy
75,600
+5,926
+9% +$157K 0.01% 514
2026
Q1 		$1.69M Sell
69,674
-5,174
-7% -$135K 0.01% 512
2025
Q4 		$1.97M Buy
74,848
+18,069
+32% +$441K 0.01% 479
2025
Q3 		$1.3M Buy
56,779
+16,926
+42% +$351K 0.01% 486
2025
Q2 		$628K Buy
39,853
+7,393
+23% +$106K 0.01% 520
2025
Q1 		$492K Buy
32,460
+6,254
+24% +$107K 0.01% 516
2024
Q4 		$458K Buy
26,206
+6,221
+31% +$111K 0.01% 517
2024
Q3 		$351K Buy
19,985
+4,060
+25% +$66.7K 0.01% 528
2024
Q2 		$238K Buy
15,925
+4,980
+46% +$76.6K 0.01% 545
2024
Q1 		$182K Buy
+10,945
New +$177K 0.01% 556

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

NEOS Investment Management's IVZ Position: Q2 2026 in Review

NEOS Investment Management increased its Invesco (IVZ) stake by 8.5% in Q2 2026, buying an estimated $157K and bringing the position to 75,600 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #514.

NEOS Investment Management first reported a position in IVZ in Q1 2024 and has held it in 10 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • NEOS Investment Management held 75,600 shares of Invesco worth $2M as of Q2 2026.
  • NEOS Investment Management bought 5,926 Invesco shares in Q2 2026, an estimated $157K.
  • Invesco made up 0.01% of NEOS Investment Management's portfolio in Q2 2026, its #514 holding.
  • NEOS Investment Management first reported a position in Invesco in Q1 2024 and has held it in 10 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.