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OpenArc Corporate Advisory’s Invesco IVZ Stock Holding History

OpenArc Corporate Advisory’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 		$505K Sell
20,797
-607
-3% -$15.9K 0.01% 443
2025
Q4 		$562K Buy
+21,404
New +$523K 0.01% 379

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

OpenArc Corporate Advisory's IVZ Position: Q1 2026 in Review

OpenArc Corporate Advisory reduced its Invesco (IVZ) stake by 2.8% in Q1 2026, selling an estimated $15.9K and leaving 20,797 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #443.

OpenArc Corporate Advisory first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $562K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • OpenArc Corporate Advisory held 20,797 shares of Invesco worth $505K as of Q1 2026.
  • OpenArc Corporate Advisory sold 607 Invesco shares in Q1 2026, an estimated $15.9K.
  • Invesco made up 0.01% of OpenArc Corporate Advisory's portfolio in Q1 2026, its #443 holding.
  • OpenArc Corporate Advisory first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • OpenArc Corporate Advisory's Invesco position peaked at $562K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q1 2026, filed 11 May 2026.