Qube Research & Technologies (QRT)
IVZ icon

Qube Research & Technologies (QRT)’s Invesco IVZ Stock Holding History

Qube Research & Technologies (QRT)’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 		$141M Buy
5,348,752
+2,763,704
+107% +$73.3M 0.13% 193
2026
Q1 		$62.8M Buy
2,585,048
+1,120,221
+76% +$29.3M 0.07% 347
2025
Q4 		$38.5M Buy
+1,464,827
New +$35.8M 0.04% 615
2025
Q3 		– Sell
-635,482
Closed -$10M – 3776
2025
Q2 		$10M Sell
635,482
-851,185
-57% -$12.2M 0.01% 1287
2025
Q1 		$22.6M Buy
1,486,667
+722,075
+94% +$12.3M 0.03% 696
2024
Q4 		$13.4M Buy
764,592
+275,195
+56% +$4.9M 0.02% 926
2024
Q3 		$8.59M Buy
+489,397
New +$8.04M 0.01% 1123
2024
Q2 		– Sell
-978,238
Closed -$16.2M – 4278
2024
Q1 		$16.2M Buy
+978,238
New +$15.8M 0.03% 646
2022
Q1 		– Sell
-90,300
Closed -$2.08M – 2726
2021
Q4 		$2.08M Buy
+90,300
New +$2.2M 0.02% 836
2021
Q3 		– Sell
-63,663
Closed -$1.7M – 2487
2021
Q2 		$1.7M Sell
63,663
-94,649
-60% -$2.58M 0.02% 760
2021
Q1 		$3.99M Buy
+158,312
New +$3.55M 0.06% 407
2020
Q2 		– Sell
-10,642
Closed -$97K – 1858
2020
Q1 		$97K Buy
+10,642
New +$162K ﹤0.01% 973
2019
Q3 		– Sell
-36,180
Closed -$740K – 346
2019
Q2 		$740K Sell
36,180
-10,606
-23% -$220K 0.18% 133
2019
Q1 		$903K Buy
+46,786
New +$875K 0.12% 229
2018
Q4 		– Sell
-9,091
Closed -$208K – 588
2018
Q3 		$208K Buy
9,091
+4,583
+102% +$115K 0.03% 495
2018
Q2 		$120K Buy
4,508
+1,947
+76% +$56K 0.08% 268
2018
Q1 		$81K Buy
+2,561
New +$88.3K 0.03% 244

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

Qube Research & Technologies (QRT)'s IVZ Position: Q2 2026 in Review

Qube Research & Technologies (QRT) increased its Invesco (IVZ) stake by 107% in Q2 2026, buying an estimated $73.3M and bringing the position to 5,348,752 shares worth $141M. The position accounts for 0.13% of the portfolio, ranked #193.

Qube Research & Technologies (QRT) first reported a position in IVZ in Q1 2018 and has held it in 17 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Qube Research & Technologies (QRT) held 5,348,752 shares of Invesco worth $141M as of Q2 2026.
  • Qube Research & Technologies (QRT) bought 2,763,704 Invesco shares in Q2 2026, an estimated $73.3M.
  • Invesco made up 0.13% of Qube Research & Technologies (QRT)'s portfolio in Q2 2026, its #193 holding.
  • Qube Research & Technologies (QRT) first reported a position in Invesco in Q1 2018 and has held it in 17 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2026, filed 14 Aug 2026.