Ritholtz Wealth Management
IVZ icon

Ritholtz Wealth Management’s Invesco IVZ Stock Holding History

Ritholtz Wealth 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
Q3 		$546K Buy
18,091
+5,967
+49% +$184K 0.01% 843
2026
Q2 		$320K Buy
12,124
+769
+7% +$20.4K ﹤0.01% 1020
2026
Q1 		$276K Buy
11,355
+1,936
+21% +$50.6K ﹤0.01% 1015
2025
Q4 		$247K Buy
9,419
+644
+7% +$15.7K ﹤0.01% 989
2025
Q3 		$201K Buy
+8,775
New +$182K ﹤0.01% 978

Other funds holding IVZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ritholtz Wealth Management's IVZ Position: Q3 2026 in Review

Ritholtz Wealth Management increased its Invesco (IVZ) stake by 49% in Q3 2026, buying an estimated $184K and bringing the position to 18,091 shares worth $546K. The position accounts for 0.01% of the portfolio, ranked #843.

Ritholtz Wealth Management first reported a position in IVZ in Q3 2025 and has held it in 5 quarters since. 422 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Ritholtz Wealth Management held 18,091 shares of Invesco worth $546K as of Q3 2026.
  • Ritholtz Wealth Management bought 5,967 Invesco shares in Q3 2026, an estimated $184K.
  • Invesco made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #843 holding.
  • Ritholtz Wealth Management first reported a position in Invesco in Q3 2025 and has held it in 5 quarters since.
  • 422 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.