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IVZ icon

NewEdge Advisors’s Invesco IVZ Stock Holding History

NewEdge Advisors’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 		$5.87M Buy
222,541
+155,038
+230% +$4.11M 0.02% 711
2026
Q1 		$1.64M Buy
67,503
+59,651
+760% +$1.56M 0.01% 1209
2025
Q4 		$206K Buy
7,852
+7,744
+7,170% +$189K ﹤0.01% 2569
2025
Q3 		$2.48K Hold
108
– – ﹤0.01% 3734
2025
Q2 		$1.7K Buy
108
+1
+0.9% +$14 ﹤0.01% 3650
2025
Q1 		$1.62K Sell
107
-12,454
-99% -$213K ﹤0.01% 3545
2024
Q4 		$220K Buy
12,561
+12,387
+7,119% +$221K ﹤0.01% 2046
2024
Q3 		$3.06K Buy
174
+1
+0.6% +$16 ﹤0.01% 3305
2024
Q2 		$2.59K Sell
173
-150
-46% -$2.31K ﹤0.01% 3283
2024
Q1 		$5.36K Buy
323
+48
+17% +$775 ﹤0.01% 3111
2023
Q4 		$4.91K Sell
275
-19,352
-99% -$279K ﹤0.01% 3122
2023
Q3 		$285K Buy
+19,627
New +$316K ﹤0.01% 1454
2023
Q2 		– Sell
-5,417
Closed -$88.8K – 3563
2023
Q1 		$88.8K Buy
5,417
+76
+1% +$1.36K ﹤0.01% 1785
2022
Q4 		$92.8K Buy
+5,341
New +$91.3K ﹤0.01% 1467
2021
Q2 		– Sell
-9,019
Closed -$227K – 1171
2021
Q1 		$227K Buy
+9,019
New +$202K 0.01% 909
2020
Q4 		– Sell
-24,707
Closed -$282K – 1042
2020
Q3 		$282K Buy
+24,707
New +$262K 0.01% 729
2018
Q2 		– Sell
-10,798
Closed -$333K – 550
2018
Q1 		$333K Buy
+10,798
New +$372K 0.04% 336
2017
Q3 		– Sell
-206
Closed -$7.51K – 732
2017
Q2 		$7.51K Buy
+206
New +$6.71K ﹤0.01% 1056

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

NewEdge Advisors's IVZ Position: Q2 2026 in Review

NewEdge Advisors increased its Invesco (IVZ) stake by 230% in Q2 2026, buying an estimated $4.11M and bringing the position to 222,541 shares worth $5.87M. The position accounts for 0.02% of the portfolio, ranked #711.

NewEdge Advisors first reported a position in IVZ in Q2 2017 and has held it in 18 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • NewEdge Advisors held 222,541 shares of Invesco worth $5.87M as of Q2 2026.
  • NewEdge Advisors bought 155,038 Invesco shares in Q2 2026, an estimated $4.11M.
  • Invesco made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #711 holding.
  • NewEdge Advisors first reported a position in Invesco in Q2 2017 and has held it in 18 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.