Sequoia Financial Advisors’s Invesco IVZ Stock Holding History

Sequoia Financial 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	$1.55M	Buy	58,792 +18,451	+46%	+$489K	0.01%	746
2026 Q1	$980K	Sell	40,341 -8,003	-17%	-$209K	0.01%	906
2025 Q4	$1.27M	Buy	48,344 +20,503	+74%	+$501K	0.01%	774
2025 Q3	$639K	Buy	27,841 +17,798	+177%	+$369K	﹤0.01%	1011
2025 Q2	$158K	Buy	+10,043	New	+$144K	﹤0.01%	1505

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sequoia Financial Advisors's IVZ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Invesco (IVZ) stake by 46% in Q2 2026, buying an estimated $489K and bringing the position to 58,792 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #746.

Sequoia Financial Advisors first reported a position in IVZ in Q2 2025 and has held it in 5 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Sequoia Financial Advisors held 58,792 shares of Invesco worth $1.55M as of Q2 2026.
Sequoia Financial Advisors bought 18,451 Invesco shares in Q2 2026, an estimated $489K.
Invesco made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #746 holding.
Sequoia Financial Advisors first reported a position in Invesco in Q2 2025 and has held it in 5 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.