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 Q3	$18.8K	Hold	625	–	–	﹤0.01%	986
2026 Q2	$16.8K	Hold	625	–	–	﹤0.01%	1277
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

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

Salomon & Ludwin's IVZ Position: Q3 2026 in Review

Salomon & Ludwin held its Invesco (IVZ) position steady in Q3 2026 at 625 shares worth $18.8K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

Salomon & Ludwin first reported a position in IVZ in Q3 2025 and has held it in 5 quarters since. 577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

Salomon & Ludwin held 625 shares of Invesco worth $18.8K as of Q3 2026.
Salomon & Ludwin left its Invesco share count unchanged in Q3 2026.
Invesco made up ﹤0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #986 holding.
Salomon & Ludwin first reported a position in Invesco in Q3 2025 and has held it in 5 quarters since.
577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.