QTR Family Wealth’s Invesco IVZ Stock Holding History

QTR Family Wealth’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	$307K	Buy	11,617 +491	+4%	+$13K	0.11%	221
2026 Q1	$275K	Buy	+11,126	New	+$291K	0.11%	208

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

QTR Family Wealth's IVZ Position: Q2 2026 in Review

QTR Family Wealth increased its Invesco (IVZ) stake by 4.4% in Q2 2026, buying an estimated $13K and bringing the position to 11,617 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #221.

QTR Family Wealth first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

QTR Family Wealth held 11,617 shares of Invesco worth $307K as of Q2 2026.
QTR Family Wealth bought 491 Invesco shares in Q2 2026, an estimated $13K.
Invesco made up 0.11% of QTR Family Wealth's portfolio in Q2 2026, its #221 holding.
QTR Family Wealth first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on QTR Family Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.