Prana Capital Management’s Invesco IVZ Stock Holding History

Prana Capital Management’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	$2.93M	Buy	111,148 +63,921	+135%	+$1.69M	0.09%	87
2026 Q1	$1.15M	Sell	47,227 -358,258	-88%	-$9.37M	0.03%	108
2025 Q4	$10.7M	Sell	405,485 -593,389	-59%	-$14.5M	0.39%	52
2025 Q3	$22.9M	Buy	998,874 +808,882	+426%	+$16.8M	0.76%	32
2025 Q2	$3M	Buy	+189,992	New	+$2.73M	0.11%	75
2025 Q1	–	Sell	-169,367	Closed	-$2.96M	–	111
2024 Q4	$2.96M	Buy	+169,367	New	+$3.02M	0.14%	76
2022 Q1	–	Sell	-461,338	Closed	-$10.6M	–	99
2021 Q4	$10.6M	Buy	461,338 +205,383	+80%	+$5M	0.84%	37
2021 Q3	$6.17M	Buy	+255,955	New	+$6.4M	0.54%	49
2018 Q2	–	Sell	-63,102	Closed	-$2.02M	–	50
2018 Q1	$2.02M	Buy	+63,102	New	+$2.18M	0.59%	36

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prana Capital Management's IVZ Position: Q2 2026 in Review

Prana Capital Management increased its Invesco (IVZ) stake by 135% in Q2 2026, buying an estimated $1.69M and bringing the position to 111,148 shares worth $2.93M. The position accounts for 0.09% of the portfolio, ranked #87.

Prana Capital Management first reported a position in IVZ in Q1 2018 and has held it in 9 quarters since. The position peaked at $22.9M in Q3 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Prana Capital Management held 111,148 shares of Invesco worth $2.93M as of Q2 2026.
Prana Capital Management bought 63,921 Invesco shares in Q2 2026, an estimated $1.69M.
Invesco made up 0.09% of Prana Capital Management's portfolio in Q2 2026, its #87 holding.
Prana Capital Management first reported a position in Invesco in Q1 2018 and has held it in 9 quarters since.
Prana Capital Management's Invesco position peaked at $22.9M in Q3 2025.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.