SBI Securities
IVZ icon

SBI Securities’s Invesco IVZ Stock Holding History

SBI Securities’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 		$201K Sell
6,652
-140
-2% -$4.31K ﹤0.01% 654
2026
Q2 		$179K Sell
6,792
-130
-2% -$3.45K ﹤0.01% 704
2026
Q1 		$168K Sell
6,922
-824
-11% -$21.6K ﹤0.01% 685
2025
Q4 		$203K Sell
7,746
-359
-4% -$8.77K 0.01% 627
2025
Q3 		$186K Sell
8,105
-462
-5% -$9.6K ﹤0.01% 650
2025
Q2 		$135K Buy
8,567
+309
+4% +$4.44K ﹤0.01% 718
2025
Q1 		$125K Buy
8,258
+1,247
+18% +$21.3K ﹤0.01% 672
2024
Q4 		$123K Buy
+7,011
New +$125K ﹤0.01% 699

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

SBI Securities's IVZ Position: Q3 2026 in Review

SBI Securities reduced its Invesco (IVZ) stake by 2.1% in Q3 2026, selling an estimated $4.31K and leaving 6,652 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

SBI Securities first reported a position in IVZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $203K in Q4 2025. 132 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • SBI Securities held 6,652 shares of Invesco worth $201K as of Q3 2026.
  • SBI Securities sold 140 Invesco shares in Q3 2026, an estimated $4.31K.
  • Invesco made up ﹤0.01% of SBI Securities's portfolio in Q3 2026, its #654 holding.
  • SBI Securities first reported a position in Invesco in Q4 2024 and has held it in 8 quarters since.
  • SBI Securities's Invesco position peaked at $203K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.