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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
Q2 		$1.07M Buy
40,602
+500
+1% +$13.3K 0.03% 337
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 $2.38B 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

Pallas Capital Advisors's IVZ Position: Q2 2026 in Review

Pallas Capital Advisors increased its Invesco (IVZ) stake by 1.2% in Q2 2026, buying an estimated $13.3K and bringing the position to 40,602 shares worth $1.07M. The position accounts for 0.03% of the portfolio, ranked #337.

Pallas Capital Advisors first reported a position in IVZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.08M in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Pallas Capital Advisors held 40,602 shares of Invesco worth $1.07M as of Q2 2026.
  • Pallas Capital Advisors bought 500 Invesco shares in Q2 2026, an estimated $13.3K.
  • Invesco made up 0.03% of Pallas Capital Advisors's portfolio in Q2 2026, its #337 holding.
  • Pallas Capital Advisors first reported a position in Invesco in Q3 2024 and has held it in 8 quarters since.
  • Pallas Capital Advisors's Invesco position peaked at $1.08M in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Pallas Capital Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.