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Sivia Capital Partners’s Invesco IVZ Stock Holding History

Sivia Capital Partners’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 		– Sell
-11,073
Closed -$291K – 549
2025
Q4 		$291K Buy
11,073
+136
+1% +$3.32K 0.06% 420
2025
Q3 		$251K Buy
+10,937
New +$227K 0.07% 384

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
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T. Rowe Price Associates
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Sivia Capital Partners's IVZ Position: Q1 2026 in Review

Sivia Capital Partners sold out of Invesco (IVZ) in Q1 2026, closing a stake of 11,073 shares — an estimated $291K sold.

Sivia Capital Partners first reported a position in IVZ in Q3 2025 and held it in 2 quarters. The position peaked at $291K in Q4 2025. 638 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Sivia Capital Partners reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Sivia Capital Partners sold 11,073 Invesco shares in Q1 2026, an estimated $291K.
  • Sivia Capital Partners first reported a position in Invesco in Q3 2025 and held it in 2 quarters.
  • Sivia Capital Partners's Invesco position peaked at $291K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Sivia Capital Partners's 13F filing for Q1 2026, filed 13 May 2026.