SageView Advisory Group’s Invesco IVZ Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-3,554	Closed	-$93.4K	–	1503
2025 Q4	$93.4K	Buy	+3,554	New	+$86.8K	﹤0.01%	849

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SageView Advisory Group's IVZ Position: Q1 2026 in Review

SageView Advisory Group sold out of Invesco (IVZ) in Q1 2026, closing a stake of 3,554 shares — an estimated $93.4K sold.

SageView Advisory Group first reported a position in IVZ in Q4 2025 and held it in 1 quarter. The position peaked at $93.4K in Q4 2025. 638 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

SageView Advisory Group reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 3,554 Invesco shares in Q1 2026, an estimated $93.4K.
SageView Advisory Group first reported a position in Invesco in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Invesco position peaked at $93.4K in Q4 2025.
638 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.