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Smartleaf Asset Management’s Invesco IVZ Stock Holding History

Smartleaf Asset Management’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 		$62.5K Buy
2,682
+1,579
+143% +$41.3K ﹤0.01% 1336
2025
Q4 		$29.2K Buy
1,103
+130
+13% +$3.17K ﹤0.01% 1828
2025
Q3 		$22.4K Buy
973
+644
+196% +$13.4K ﹤0.01% 1771
2025
Q2 		$5.17K Sell
329
-617
-65% -$8.86K ﹤0.01% 2038
2025
Q1 		$14.4K Sell
946
-144
-13% -$2.46K ﹤0.01% 1770
2024
Q4 		$19.1K Buy
1,090
+232
+27% +$4.13K ﹤0.01% 1668
2024
Q3 		$15.1K Buy
858
+120
+16% +$1.97K ﹤0.01% 1514
2024
Q2 		$11K Buy
738
+128
+21% +$1.97K ﹤0.01% 1362
2024
Q1 		$10K Buy
610
+296
+94% +$4.78K ﹤0.01% 1014
2023
Q4 		$5.67K Buy
+314
New +$4.53K ﹤0.01% 844

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

Smartleaf Asset Management's IVZ Position: Q1 2026 in Review

Smartleaf Asset Management increased its Invesco (IVZ) stake by 143% in Q1 2026, buying an estimated $41.3K and bringing the position to 2,682 shares worth $62.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

Smartleaf Asset Management first reported a position in IVZ in Q4 2023 and has held it in 10 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Smartleaf Asset Management held 2,682 shares of Invesco worth $62.5K as of Q1 2026.
  • Smartleaf Asset Management bought 1,579 Invesco shares in Q1 2026, an estimated $41.3K.
  • Invesco made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1336 holding.
  • Smartleaf Asset Management first reported a position in Invesco in Q4 2023 and has held it in 10 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.