Savant Capital
IVZ icon

Savant Capital’s Invesco IVZ Stock Holding History

Savant Capital’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 		$3.22M Buy
106,669
+60,071
+129% +$1.85M 0.01% 636
2026
Q2 		$1.24M Sell
46,598
-2,113
-4% -$56K ﹤0.01% 788
2026
Q1 		$1.18M Buy
48,711
+14,451
+42% +$378K 0.01% 568
2025
Q4 		$900K Buy
34,260
+2,246
+7% +$54.9K 0.01% 621
2025
Q3 		$734K Sell
32,014
-1,594
-5% -$33.1K ﹤0.01% 663
2025
Q2 		$530K Sell
33,608
-11,745
-26% -$169K ﹤0.01% 721
2025
Q1 		$688K Sell
45,353
-94,169
-67% -$1.61M 0.01% 584
2024
Q4 		$2.44M Buy
139,522
+5,323
+4% +$94.8K 0.02% 391
2024
Q3 		$2.36M Buy
134,199
+63,607
+90% +$1.04M 0.02% 385
2024
Q2 		$1.06M Sell
70,592
-7,785
-10% -$120K 0.01% 567
2024
Q1 		$1.3M Buy
78,377
+49,127
+168% +$793K 0.01% 472
2023
Q4 		$522K Buy
29,250
+8,451
+41% +$122K 0.01% 555
2023
Q3 		$302K Buy
20,799
+498
+2% +$8.02K ﹤0.01% 649
2023
Q2 		$341K Sell
20,301
-7,438
-27% -$120K 0.01% 617
2023
Q1 		$455K Buy
27,739
+1,831
+7% +$32.7K 0.01% 478
2022
Q4 		$466K Buy
25,908
+6,790
+36% +$116K 0.01% 369
2022
Q3 		$262K Buy
19,118
+1,929
+11% +$32.5K 0.01% 454
2022
Q2 		$277K Buy
17,189
+532
+3% +$10.1K 0.01% 447
2022
Q1 		$384K Buy
16,657
+1,652
+11% +$36.6K 0.01% 401
2021
Q4 		$345K Buy
15,005
+755
+5% +$18.4K 0.01% 425
2021
Q3 		$344K Buy
14,250
+1,170
+9% +$29.3K 0.01% 390
2021
Q2 		$350K Buy
13,080
+188
+1% +$5.12K 0.01% 378
2021
Q1 		$325K Buy
12,892
+230
+2% +$5.16K 0.02% 357
2020
Q4 		$221K Buy
12,662
+412
+3% +$6.34K 0.01% 405
2020
Q3 		$140K Sell
12,250
-92
-0.7% -$975 0.01% 391
2020
Q2 		$133K Buy
+12,342
New +$111K 0.01% 388

Other funds holding IVZ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Savant Capital's IVZ Position: Q3 2026 in Review

Savant Capital increased its Invesco (IVZ) stake by 129% in Q3 2026, buying an estimated $1.85M and bringing the position to 106,669 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #636.

Savant Capital first reported a position in IVZ in Q2 2020 and has held it in 26 quarters since. 413 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Savant Capital held 106,669 shares of Invesco worth $3.22M as of Q3 2026.
  • Savant Capital bought 60,071 Invesco shares in Q3 2026, an estimated $1.85M.
  • Invesco made up 0.01% of Savant Capital's portfolio in Q3 2026, its #636 holding.
  • Savant Capital first reported a position in Invesco in Q2 2020 and has held it in 26 quarters since.
  • 413 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.