SG Americas Securities
IVZ icon

SG Americas Securities’s Invesco IVZ Stock Holding History

SG Americas 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
2018
Q4 		– Sell
-145,700
Closed -$1.43M – 3188
2018
Q3 		$1.43M Hold
145,700
– – 0.01% 1428
2018
Q2 		$968K Hold
145,700
– – 0.01% 1464
2018
Q1 		$529K Hold
145,700
– – ﹤0.01% 1832
2017
Q4 		$303K Buy
+145,700
New +$5.27M ﹤0.01% 2168

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

SG Americas Securities's IVZ Position: Q1 2026 in Review

SG Americas Securities reduced its Invesco (IVZ) stake by 79% in Q1 2026, selling an estimated $6.1M and leaving 62,341 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

SG Americas Securities first reported a position in IVZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $11.7M in Q2 2013. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • SG Americas Securities held 62,341 shares of Invesco worth $1.51M as of Q1 2026.
  • SG Americas Securities sold 233,011 Invesco shares in Q1 2026, an estimated $6.1M.
  • Invesco made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #1526 holding.
  • SG Americas Securities first reported a position in Invesco in Q2 2013 and has held it in 52 quarters since.
  • SG Americas Securities's Invesco position peaked at $11.7M in Q2 2013.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.