PEAK6
IVZ icon

PEAK6’s Invesco IVZ Stock Holding History

PEAK6’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 		– Sell
-69,400
Closed -$1.82M – 3002
2025
Q4 		$1.82M Buy
69,400
+42,100
+154% +$1.03M ﹤0.01% 1488
2025
Q3 		$626K Sell
27,300
-341,300
-93% -$7.08M ﹤0.01% 2052
2025
Q2 		$5.81M Sell
368,600
-263,900
-42% -$3.79M 0.01% 874
2025
Q1 		$9.6M Buy
632,500
+507,100
+404% +$8.65M 0.02% 617
2024
Q4 		$2.19M Buy
+125,400
New +$2.23M ﹤0.01% 1363

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 $3.37T AUM 44.26% 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

PEAK6's IVZ Position: Q2 2026 in Review

PEAK6 opened a new position in Invesco (IVZ) in Q2 2026: 370,123 shares worth $9.77M. The stake represents 0.02% of the portfolio and ranks #584 among its holdings. This is a return to the name: PEAK6 previously reported a position in IVZ as recently as Q1 2025.

PEAK6 first reported a position in IVZ in Q4 2024 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • PEAK6 held 370,123 shares of Invesco worth $9.77M as of Q2 2026.
  • Invesco was a new PEAK6 position in Q2 2026.
  • Invesco made up 0.02% of PEAK6's portfolio in Q2 2026, its #584 holding.
  • PEAK6 first reported a position in Invesco in Q4 2024 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on PEAK6's 13F filing for Q2 2026, filed 13 Aug 2026.