OCA
IVZ icon

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
Q2 		$552K Buy
20,931
+134
+0.6% +$3.55K 0.01% 457
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 $2.38B 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 $3.38T AUM 44.17% 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

OpenArc Corporate Advisory's IVZ Position: Q2 2026 in Review

OpenArc Corporate Advisory increased its Invesco (IVZ) stake by 0.64% in Q2 2026, buying an estimated $3.55K and bringing the position to 20,931 shares worth $552K. The position accounts for 0.01% of the portfolio, ranked #457.

OpenArc Corporate Advisory first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $562K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • OpenArc Corporate Advisory held 20,931 shares of Invesco worth $552K as of Q2 2026.
  • OpenArc Corporate Advisory bought 134 Invesco shares in Q2 2026, an estimated $3.55K.
  • Invesco made up 0.01% of OpenArc Corporate Advisory's portfolio in Q2 2026, its #457 holding.
  • OpenArc Corporate Advisory first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • OpenArc Corporate Advisory's Invesco position peaked at $562K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on OpenArc Corporate Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.