Olympiad Research’s Invesco IVZ Stock Holding History

Olympiad Research’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 Q3	$241K	Buy	+7,990	New	+$246K	0.31%	151
2025 Q3	–	Sell	-12,892	Closed	-$203K	–	254
2025 Q2	$203K	Sell	12,892 -5,028	-28%	-$72.2K	0.33%	136
2025 Q1	$272K	Buy	17,920 +4,360	+32%	+$74.4K	0.32%	101
2024 Q4	$237K	Buy	+13,560	New	+$242K	0.25%	152
2024 Q3	–	Sell	-22,856	Closed	-$342K	–	412
2024 Q2	$342K	Buy	22,856 +3,836	+20%	+$59K	0.25%	134
2024 Q1	$316K	Buy	+19,020	New	+$307K	0.21%	184
2020 Q2	–	Sell	-23,339	Closed	-$212K	–	346
2020 Q1	$212K	Buy	+23,339	New	+$355K	0.21%	187

Other funds holding IVZ

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Olympiad Research's IVZ Position: Q3 2026 in Review

Olympiad Research opened a new position in Invesco (IVZ) in Q3 2026: 7,990 shares worth $241K. The stake represents 0.31% of the portfolio and ranks #151 among its holdings. This is a return to the name: Olympiad Research previously reported a position in IVZ as recently as Q2 2025.

Olympiad Research first reported a position in IVZ in Q1 2020 and has held it in 7 quarters since. The position peaked at $342K in Q2 2024. 413 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

Olympiad Research held 7,990 shares of Invesco worth $241K as of Q3 2026.
Invesco was a new Olympiad Research position in Q3 2026.
Invesco made up 0.31% of Olympiad Research's portfolio in Q3 2026, its #151 holding.
Olympiad Research first reported a position in Invesco in Q1 2020 and has held it in 7 quarters since.
Olympiad Research's Invesco position peaked at $342K in Q2 2024.
413 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Olympiad Research's 13F filing for Q3 2026, filed 4 Nov 2026.