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Proficio Capital Partners’s Invesco IVZ Stock Holding History

Proficio Capital Partners’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 		$357K Buy
+13,530
New +$359K 0.01% 438
2019
Q3 		– Sell
-1,138
Closed -$23K – 829
2019
Q2 		$23K Buy
1,138
+221
+24% +$4.59K 0.01% 629
2019
Q1 		$18K Buy
917
+243
+36% +$4.54K 0.01% 694
2018
Q4 		$11K Sell
674
-75
-10% -$1.5K ﹤0.01% 712
2018
Q3 		$17K Sell
749
-63
-8% -$1.57K 0.01% 646
2018
Q2 		$22K Sell
812
-854
-51% -$24.6K 0.01% 572
2018
Q1 		$53K Sell
1,666
-178
-10% -$6.14K 0.02% 328
2017
Q4 		$67K Sell
1,844
-3
-0.2% -$109 0.02% 286
2017
Q3 		$65K Sell
1,847
-484
-21% -$16.5K 0.03% 327
2017
Q2 		$81K Sell
2,331
-684
-23% -$22.3K 0.03% 285
2017
Q1 		$94K Buy
3,015
+911
+43% +$28.5K 0.04% 261
2016
Q4 		$64K Sell
2,104
-125
-6% -$3.84K 0.03% 225
2016
Q3 		$70K Sell
2,229
-38
-2% -$1.12K 0.04% 212
2016
Q2 		$66K Sell
2,267
-107
-5% -$3.18K 0.04% 219
2016
Q1 		$73K Buy
2,374
+2,278
+2,373% +$65.7K 0.06% 161
2015
Q4 		$3K Buy
+96
New +$3.14K ﹤0.01% 559

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

Proficio Capital Partners's IVZ Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in Invesco (IVZ) in Q2 2026: 13,530 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #438 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in IVZ as recently as Q2 2019.

Proficio Capital Partners first reported a position in IVZ in Q4 2015 and has held it in 16 quarters since. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Proficio Capital Partners held 13,530 shares of Invesco worth $357K as of Q2 2026.
  • Invesco was a new Proficio Capital Partners position in Q2 2026.
  • Invesco made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #438 holding.
  • Proficio Capital Partners first reported a position in Invesco in Q4 2015 and has held it in 16 quarters since.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.