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Sanctuary Advisors’s Invesco IVZ Stock Holding History

Sanctuary Advisors’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 		$853K Sell
32,340
-1,034
-3% -$27.4K ﹤0.01% 1570
2026
Q1 		$811K Buy
33,374
+14,317
+75% +$375K ﹤0.01% 1466
2025
Q4 		$501K Buy
19,057
+1,467
+8% +$35.8K ﹤0.01% 1725
2025
Q3 		$404K Buy
17,590
+975
+6% +$20.2K ﹤0.01% 1821
2025
Q2 		$262K Buy
+16,615
New +$239K ﹤0.01% 1997
2025
Q1 		– Sell
-28,777
Closed -$553K – 2322
2024
Q4 		$553K Sell
28,777
-11,007
-28% -$196K ﹤0.01% 1627
2024
Q3 		$706K Buy
39,784
+28,584
+255% +$469K ﹤0.01% 1484
2024
Q2 		$164K Buy
+11,200
New +$172K ﹤0.01% 2207

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sanctuary Advisors's IVZ Position: Q2 2026 in Review

Sanctuary Advisors reduced its Invesco (IVZ) stake by 3.1% in Q2 2026, selling an estimated $27.4K and leaving 32,340 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Sanctuary Advisors first reported a position in IVZ in Q2 2024 and has held it in 8 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Sanctuary Advisors held 32,340 shares of Invesco worth $853K as of Q2 2026.
  • Sanctuary Advisors sold 1,034 Invesco shares in Q2 2026, an estimated $27.4K.
  • Invesco made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1570 holding.
  • Sanctuary Advisors first reported a position in Invesco in Q2 2024 and has held it in 8 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.