SAI
IVZ icon

Savvy Advisors Inc’s Invesco IVZ Stock Holding History

Savvy Advisors Inc’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 		$222K Buy
9,134
+856
+10% +$22.4K 0.01% 1008
2025
Q4 		$217K Buy
+8,278
New +$202K 0.01% 923

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

Savvy Advisors Inc's IVZ Position: Q1 2026 in Review

Savvy Advisors Inc increased its Invesco (IVZ) stake by 10% in Q1 2026, buying an estimated $22.4K and bringing the position to 9,134 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #1008.

Savvy Advisors Inc first reported a position in IVZ in Q4 2025 and has held it in 2 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Savvy Advisors Inc held 9,134 shares of Invesco worth $222K as of Q1 2026.
  • Savvy Advisors Inc bought 856 Invesco shares in Q1 2026, an estimated $22.4K.
  • Invesco made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1008 holding.
  • Savvy Advisors Inc first reported a position in Invesco in Q4 2025 and has held it in 2 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.