Root Financial Partners
IVZ icon

Root Financial Partners’s Invesco IVZ Stock Holding History

Root Financial 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
Q3 		$165K Buy
+5,476
New +$169K 0.01% 514
2026
Q2 		– Sell
-1,705
Closed -$41.4K – 1812
2026
Q1 		$41.4K Buy
1,705
+3
+0.2% +$78 ﹤0.01% 961
2025
Q4 		$44.7K Buy
1,702
+374
+28% +$9.14K ﹤0.01% 758
2025
Q3 		$30.5K Buy
+1,328
New +$27.6K ﹤0.01% 883

Other funds holding IVZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Root Financial Partners's IVZ Position: Q3 2026 in Review

Root Financial Partners opened a new position in Invesco (IVZ) in Q3 2026: 5,476 shares worth $165K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IVZ as recently as Q1 2026.

Root Financial Partners first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 413 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Root Financial Partners held 5,476 shares of Invesco worth $165K as of Q3 2026.
  • Invesco was a new Root Financial Partners position in Q3 2026.
  • Invesco made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #514 holding.
  • Root Financial Partners first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 413 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.