Penserra Capital Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $12K | Buy |
460
+46
| +11% | +$1.22K | ﹤0.01% | 900 |
|
|
2026
Q1 | $10K | Buy |
+414
| New | +$10.8K | ﹤0.01% | 870 |
|
|
2025
Q4 | – | Sell |
-26,687
| Closed | -$612K | – | 1104 |
|
|
2025
Q3 | $612K | Buy |
+26,687
| New | +$554K | 0.01% | 520 |
|
|
2025
Q1 | – | Sell |
-1,137
| Closed | -$19K | – | 1117 |
|
|
2024
Q4 | $19K | Buy |
+1,137
| New | +$20.3K | ﹤0.01% | 1019 |
|
|
2024
Q1 | – | Sell |
-2,044
| Closed | -$36K | – | 1339 |
|
|
2023
Q4 | $36K | Sell |
2,044
-432
| -17% | -$6.23K | ﹤0.01% | 1040 |
|
|
2023
Q3 | $35K | Sell |
2,476
-471
| -16% | -$7.58K | ﹤0.01% | 1036 |
|
|
2023
Q2 | $49K | Sell |
2,947
-148,956
| -98% | -$2.4M | ﹤0.01% | 1037 |
|
|
2023
Q1 | $2.49M | Buy |
+151,903
| New | +$2.71M | 0.05% | 293 |
|
|
2020
Q3 | – | Sell |
-102,509
| Closed | -$1.1M | – | 984 |
|
|
2020
Q2 | $1.1M | Buy |
102,509
+17,770
| +21% | +$159K | 0.06% | 242 |
|
|
2020
Q1 | $675K | Buy |
84,739
+76,247
| +898% | +$1.16M | 0.05% | 329 |
|
|
2019
Q4 | $146K | Buy |
8,492
+437
| +5% | +$7.45K | 0.01% | 512 |
|
|
2019
Q3 | $135K | Buy |
8,055
+1,839
| +30% | +$32.5K | 0.01% | 467 |
|
|
2019
Q2 | $127K | Sell |
6,216
-16,995
| -73% | -$353K | 0.01% | 474 |
|
|
2019
Q1 | $509K | Sell |
23,211
-5,837
| -20% | -$109K | 0.04% | 252 |
|
|
2018
Q4 | $485K | Buy |
29,048
+8,744
| +43% | +$175K | 0.05% | 245 |
|
|
2018
Q3 | $464K | Sell |
20,304
-62,703
| -76% | -$1.57M | 0.03% | 312 |
|
|
2018
Q2 | $2.2M | Buy |
83,007
+65,657
| +378% | +$1.89M | 0.14% | 116 |
|
|
2018
Q1 | $555K | Buy |
17,350
+9,280
| +115% | +$320K | 0.05% | 153 |
|
|
2017
Q4 | $294K | Sell |
8,070
-1,954
| -19% | -$70.7K | 0.04% | 192 |
|
|
2017
Q3 | $356K | Buy |
10,024
+532
| +6% | +$18.2K | 0.08% | 117 |
|
|
2017
Q2 | $334K | Buy |
9,492
+3,575
| +60% | +$117K | 0.12% | 120 |
|
|
2017
Q1 | $181K | Sell |
5,917
-827
| -12% | -$25.8K | 0.02% | 225 |
|
|
2016
Q4 | $204K | Buy |
6,744
+732
| +12% | +$22.5K | 0.02% | 198 |
|
|
2016
Q3 | $187K | Buy |
6,012
+1,684
| +39% | +$49.5K | 0.02% | 162 |
|
|
2016
Q2 | $111K | Sell |
4,328
-66
| -2% | -$1.96K | 0.02% | 175 |
|
|
2016
Q1 | $135K | Buy |
4,394
+4,238
| +2,717% | +$122K | 0.01% | 145 |
|
|
2015
Q4 | $5K | Buy |
+156
| New | +$5.11K | ﹤0.01% | 813 |
|
Other funds holding IVZ
MMLI
Penserra Capital Management's IVZ Position: Q2 2026 in Review
Penserra Capital Management increased its Invesco (IVZ) stake by 11% in Q2 2026, buying an estimated $1.22K and bringing the position to 460 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #900.
Penserra Capital Management first reported a position in IVZ in Q4 2015 and has held it in 27 quarters since. The position peaked at $2.49M in Q1 2023. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.
- Penserra Capital Management held 460 shares of Invesco worth $12K as of Q2 2026.
- Penserra Capital Management bought 46 Invesco shares in Q2 2026, an estimated $1.22K.
- Invesco made up ﹤0.01% of Penserra Capital Management's portfolio in Q2 2026, its #900 holding.
- Penserra Capital Management first reported a position in Invesco in Q4 2015 and has held it in 27 quarters since.
- Penserra Capital Management's Invesco position peaked at $2.49M in Q1 2023.
- 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.
Based on Penserra Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.