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Principia Wealth Advisory’s Invesco IVZ Stock Holding History

Principia Wealth Advisory’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 		$1.98K Buy
75
+14
+23% +$371 ﹤0.01% 600
2026
Q1 		$1.48K Buy
61
+10
+20% +$262 ﹤0.01% 598
2025
Q4 		$1.34K Sell
51
-1
-2% -$24 ﹤0.01% 584
2025
Q3 		$1.19K Buy
52
+7
+16% +$145 ﹤0.01% 588
2025
Q2 		$710 Buy
45
+10
+29% +$144 ﹤0.01% 663
2025
Q1 		$478 Buy
35
+8
+30% +$137 ﹤0.01% 583
2024
Q4 		$472 Buy
+27
New +$481 ﹤0.01% 561

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

Principia Wealth Advisory's IVZ Position: Q2 2026 in Review

Principia Wealth Advisory increased its Invesco (IVZ) stake by 23% in Q2 2026, buying an estimated $371 and bringing the position to 75 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Principia Wealth Advisory first reported a position in IVZ in Q4 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Principia Wealth Advisory held 75 shares of Invesco worth $1.98K as of Q2 2026.
  • Principia Wealth Advisory bought 14 Invesco shares in Q2 2026, an estimated $371.
  • Invesco made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #600 holding.
  • Principia Wealth Advisory first reported a position in Invesco in Q4 2024 and has held it in 7 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.