Parallel Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $114K | Buy |
4,699
+310
| +7% | +$8.11K | ﹤0.01% | 1506 |
|
|
2025
Q4 | $115K | Buy |
4,389
+1,358
| +45% | +$33.2K | ﹤0.01% | 1393 |
|
|
2025
Q3 | $69.5K | Buy |
3,031
+472
| +18% | +$9.8K | ﹤0.01% | 1621 |
|
|
2025
Q2 | $40.4K | Sell |
2,559
-515
| -17% | -$7.4K | ﹤0.01% | 1851 |
|
|
2025
Q1 | $46.6K | Sell |
3,074
-578
| -16% | -$9.86K | ﹤0.01% | 1678 |
|
|
2024
Q4 | $63.8K | Buy |
3,652
+394
| +12% | +$7.02K | ﹤0.01% | 1497 |
|
|
2024
Q3 | $57.2K | Sell |
3,258
-23
| -0.7% | -$378 | ﹤0.01% | 1547 |
|
|
2024
Q2 | $49.1K | Sell |
3,281
-439
| -12% | -$6.75K | ﹤0.01% | 1528 |
|
|
2024
Q1 | $61.7K | Buy |
3,720
+377
| +11% | +$6.08K | ﹤0.01% | 1400 |
|
|
2023
Q4 | $59.6K | Buy |
3,343
+959
| +40% | +$13.8K | ﹤0.01% | 1361 |
|
|
2023
Q3 | $34.6K | Sell |
2,384
-665
| -22% | -$10.7K | ﹤0.01% | 1577 |
|
|
2023
Q2 | $51.3K | Sell |
3,049
-626
| -17% | -$10.1K | ﹤0.01% | 1391 |
|
|
2023
Q1 | $60.3K | Sell |
3,675
-1,639
| -31% | -$29.2K | ﹤0.01% | 1290 |
|
|
2022
Q4 | $95.6K | Buy |
5,314
+264
| +5% | +$4.51K | ﹤0.01% | 1003 |
|
|
2022
Q3 | $69K | Sell |
5,050
-1,700
| -25% | -$28.7K | ﹤0.01% | 1126 |
|
|
2022
Q2 | $109K | Buy |
6,750
+1,703
| +34% | +$32.2K | 0.01% | 922 |
|
|
2022
Q1 | $118K | Sell |
5,047
-466
| -8% | -$10.3K | ﹤0.01% | 929 |
|
|
2021
Q4 | $127K | Buy |
5,513
+2,178
| +65% | +$53K | ﹤0.01% | 916 |
|
|
2021
Q3 | $80K | Sell |
3,335
-36
| -1% | -$900 | ﹤0.01% | 1074 |
|
|
2021
Q2 | $90K | Buy |
3,371
+369
| +12% | +$10.1K | ﹤0.01% | 987 |
|
|
2021
Q1 | $76K | Buy |
3,002
+211
| +8% | +$4.73K | ﹤0.01% | 995 |
|
|
2020
Q4 | $49K | Sell |
2,791
-311
| -10% | -$4.78K | ﹤0.01% | 1100 |
|
|
2020
Q3 | $35K | Sell |
3,102
-130
| -4% | -$1.38K | ﹤0.01% | 1216 |
|
|
2020
Q2 | $34K | Sell |
3,232
-2,016
| -38% | -$18.1K | ﹤0.01% | 1196 |
|
|
2020
Q1 | $47K | Buy |
5,248
+3,356
| +177% | +$51K | ﹤0.01% | 965 |
|
|
2019
Q4 | $34K | Sell |
1,892
-156
| -8% | -$2.66K | ﹤0.01% | 1170 |
|
|
2019
Q3 | $35K | Buy |
2,048
+319
| +18% | +$5.63K | ﹤0.01% | 1119 |
|
|
2019
Q2 | $35K | Buy |
1,729
+293
| +20% | +$6.08K | ﹤0.01% | 1039 |
|
|
2019
Q1 | $28K | Buy |
1,436
+532
| +59% | +$9.95K | ﹤0.01% | 1082 |
|
|
2018
Q4 | $15K | Buy |
904
+400
| +79% | +$8.01K | ﹤0.01% | 1172 |
|
|
2018
Q3 | $12K | Sell |
504
-71
| -12% | -$1.77K | ﹤0.01% | 1363 |
|
|
2018
Q2 | $15K | Sell |
575
-252
| -30% | -$7.25K | ﹤0.01% | 1166 |
|
|
2018
Q1 | $26K | Sell |
827
-120
| -13% | -$4.14K | ﹤0.01% | 906 |
|
|
2017
Q4 | $35K | Hold |
947
| – | – | 0.01% | 815 |
|
|
2017
Q3 | $33K | Hold |
947
| – | – | 0.01% | 816 |
|
|
2017
Q2 | $33K | Buy |
947
+143
| +18% | +$4.66K | 0.01% | 820 |
|
|
2017
Q1 | $26K | Buy |
804
+194
| +32% | +$6.06K | 0.01% | 867 |
|
|
2016
Q4 | $19K | Buy |
+610
| New | +$18.8K | ﹤0.01% | 871 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Parallel Advisors's IVZ Position: Q1 2026 in Review
Parallel Advisors increased its Invesco (IVZ) stake by 7.1% in Q1 2026, buying an estimated $8.11K and bringing the position to 4,699 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.
Parallel Advisors first reported a position in IVZ in Q4 2016 and has held it in 38 quarters since. The position peaked at $127K in Q4 2021. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Parallel Advisors held 4,699 shares of Invesco worth $114K as of Q1 2026.
- Parallel Advisors bought 310 Invesco shares in Q1 2026, an estimated $8.11K.
- Invesco made up ﹤0.01% of Parallel Advisors's portfolio in Q1 2026, its #1506 holding.
- Parallel Advisors first reported a position in Invesco in Q4 2016 and has held it in 38 quarters since.
- Parallel Advisors's Invesco position peaked at $127K in Q4 2021.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.