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Sachetta’s Invesco IVZ Stock Holding History

Sachetta’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 		$8.13K Buy
+308
New +$8.16K ﹤0.01% 505
2024
Q4 		– Sell
-45
Closed -$791 – 1239
2024
Q3 		$791 Buy
+45
New +$739 ﹤0.01% 1068

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Sachetta's IVZ Position: Q2 2026 in Review

Sachetta opened a new position in Invesco (IVZ) in Q2 2026: 308 shares worth $8.13K. The stake represents ﹤0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Sachetta previously reported a position in IVZ as recently as Q3 2024.

Sachetta first reported a position in IVZ in Q3 2024 and has held it in 2 quarters since. 69 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Sachetta held 308 shares of Invesco worth $8.13K as of Q2 2026.
  • Invesco was a new Sachetta position in Q2 2026.
  • Invesco made up ﹤0.01% of Sachetta's portfolio in Q2 2026, its #505 holding.
  • Sachetta first reported a position in Invesco in Q3 2024 and has held it in 2 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Sachetta's 13F filing for Q2 2026, filed 15 Jul 2026.