NWM
IVZ icon

Nova Wealth Management’s Invesco IVZ Stock Holding History

Nova Wealth 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
Q1 		– Sell
-100
Closed -$2.63K – 592
2025
Q4 		$2.63K Hold
100
– – ﹤0.01% 490
2025
Q3 		$2.29K Hold
100
– – ﹤0.01% 492
2025
Q2 		$1.58K Buy
+100
New +$1.44K ﹤0.01% 600

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

Nova Wealth Management's IVZ Position: Q1 2026 in Review

Nova Wealth Management sold out of Invesco (IVZ) in Q1 2026, closing a stake of 100 shares — an estimated $2.63K sold.

Nova Wealth Management first reported a position in IVZ in Q2 2025 and held it in 3 quarters. The position peaked at $2.63K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Nova Wealth Management reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Nova Wealth Management sold 100 Invesco shares in Q1 2026, an estimated $2.63K.
  • Nova Wealth Management first reported a position in Invesco in Q2 2025 and held it in 3 quarters.
  • Nova Wealth Management's Invesco position peaked at $2.63K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Nova Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.