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Salomon & Ludwin’s Invesco IVZ Stock Holding History

Salomon & Ludwin’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 		$15.1K Hold
625
– – ﹤0.01% 1284
2025
Q4 		$17.6K Hold
625
– – ﹤0.01% 1003
2025
Q3 		$15K Buy
+625
New +$13K ﹤0.01% 1016

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Salomon & Ludwin's IVZ Position: Q1 2026 in Review

Salomon & Ludwin held its Invesco (IVZ) position steady in Q1 2026 at 625 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1284.

Salomon & Ludwin first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $17.6K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Salomon & Ludwin held 625 shares of Invesco worth $15.1K as of Q1 2026.
  • Salomon & Ludwin left its Invesco share count unchanged in Q1 2026.
  • Invesco made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #1284 holding.
  • Salomon & Ludwin first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • Salomon & Ludwin's Invesco position peaked at $17.6K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.