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Pallas Capital Advisors’s Invesco IVZ Stock Holding History

Pallas Capital 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
Q1 		$974K Sell
40,102
-865
-2% -$22.6K 0.04% 336
2025
Q4 		$1.08M Buy
40,967
+4,620
+13% +$113K 0.04% 344
2025
Q3 		$834K Buy
36,347
+362
+1% +$7.51K 0.03% 383
2025
Q2 		$567K Sell
35,985
-16,666
-32% -$239K 0.02% 464
2025
Q1 		$799K Buy
52,651
+2,828
+6% +$48.3K 0.03% 344
2024
Q4 		$871K Buy
49,823
+5,889
+13% +$105K 0.04% 258
2024
Q3 		$774K Buy
+43,934
New +$721K 0.03% 266

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

Pallas Capital Advisors's IVZ Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Invesco (IVZ) stake by 2.1% in Q1 2026, selling an estimated $22.6K and leaving 40,102 shares worth $974K. The position accounts for 0.04% of the portfolio, ranked #336.

Pallas Capital Advisors first reported a position in IVZ in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Pallas Capital Advisors held 40,102 shares of Invesco worth $974K as of Q1 2026.
  • Pallas Capital Advisors sold 865 Invesco shares in Q1 2026, an estimated $22.6K.
  • Invesco made up 0.04% of Pallas Capital Advisors's portfolio in Q1 2026, its #336 holding.
  • Pallas Capital Advisors first reported a position in Invesco in Q3 2024 and has held it in 7 quarters since.
  • Pallas Capital Advisors's Invesco position peaked at $1.08M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.