Princeton Global Asset Management’s Invesco IVZ Stock Holding History

Princeton Global Asset 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	$6.81K	Hold	258	–	–	﹤0.01%	631
2026 Q1	$6.27K	Hold	258	–	–	﹤0.01%	658
2025 Q4	$6.78K	Hold	258	–	–	﹤0.01%	639
2025 Q3	$5.92K	Hold	258	–	–	﹤0.01%	607
2025 Q2	$4.07K	Buy	+258	New	+$3.71K	﹤0.01%	635
2019 Q2	–	Sell	-90	Closed	-$1K	–	399
2019 Q1	$1K	Buy	+90	New	+$1.68K	﹤0.01%	343

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 $3.38T AUM 44.17% 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

Princeton Global Asset Management's IVZ Position: Q2 2026 in Review

Princeton Global Asset Management held its Invesco (IVZ) position steady in Q2 2026 at 258 shares worth $6.81K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

Princeton Global Asset Management first reported a position in IVZ in Q1 2019 and has held it in 6 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Princeton Global Asset Management held 258 shares of Invesco worth $6.81K as of Q2 2026.
Princeton Global Asset Management left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #631 holding.
Princeton Global Asset Management first reported a position in Invesco in Q1 2019 and has held it in 6 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.