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Steward Partners Investment Advisory’s Invesco IVZ Stock Holding History

Steward Partners Investment Advisory’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 		$18K Buy
742
+240
+48% +$6.28K ﹤0.01% 3282
2025
Q4 		$13.2K Sell
502
-133
-21% -$3.25K ﹤0.01% 3323
2025
Q3 		$14.6K Buy
635
+115
+22% +$2.39K ﹤0.01% 3234
2025
Q2 		$8.2K Sell
520
-43
-8% -$618 ﹤0.01% 3298
2025
Q1 		$8.54K Sell
563
-4
-0.7% -$68 ﹤0.01% 3161
2024
Q4 		$9.91K Sell
567
-43
-7% -$766 ﹤0.01% 3101
2024
Q3 		$10.7K Sell
610
-82
-12% -$1.35K ﹤0.01% 2922
2024
Q2 		$10.4K Sell
692
-380
-35% -$5.84K ﹤0.01% 2809
2024
Q1 		$17.8K Hold
1,072
– – ﹤0.01% 2564
2023
Q4 		$19.1K Sell
1,072
-571
-35% -$8.24K ﹤0.01% 2429
2023
Q3 		$23.9K Buy
1,643
+1,118
+213% +$18K ﹤0.01% 2225
2023
Q2 		$8.82K Sell
525
-300
-36% -$4.83K ﹤0.01% 2613
2023
Q1 		$13.5K Hold
825
– – ﹤0.01% 2427
2022
Q4 		$14.8K Hold
825
– – ﹤0.01% 2387
2022
Q3 		$11K Hold
825
– – ﹤0.01% 2490
2022
Q2 		$13K Hold
825
– – ﹤0.01% 2416
2022
Q1 		$19K Hold
825
– – ﹤0.01% 2392
2021
Q4 		$19K Hold
825
– – ﹤0.01% 2344
2021
Q3 		$20K Hold
825
– – ﹤0.01% 2324
2021
Q2 		$22K Hold
825
– – ﹤0.01% 4965
2021
Q1 		$20.8K Buy
825
+75
+10% +$1.68K ﹤0.01% 2459
2020
Q4 		$13K Sell
750
-600
-44% -$9.23K ﹤0.01% 2211
2020
Q3 		$15K Sell
1,350
-1,015
-43% -$10.8K ﹤0.01% 1981
2020
Q2 		$25K Sell
2,365
-109
-4% -$978 ﹤0.01% 1694
2020
Q1 		$22K Sell
2,474
-494
-17% -$7.51K ﹤0.01% 1576
2019
Q4 		$53K Buy
2,968
+53
+2% +$904 ﹤0.01% 1368
2019
Q3 		$49K Sell
2,915
-82
-3% -$1.45K ﹤0.01% 1361
2019
Q2 		$61K Buy
+2,997
New +$62.2K ﹤0.01% 1263
2018
Q4 		– Sell
-1,872
Closed -$43K – 1458
2018
Q3 		$43K Buy
1,872
+335
+22% +$8.37K ﹤0.01% 1260
2018
Q2 		$41K Sell
1,537
-25
-2% -$719 ﹤0.01% 1175
2018
Q1 		$50K Buy
+1,562
New +$53.9K ﹤0.01% 1008

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

Steward Partners Investment Advisory's IVZ Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Invesco (IVZ) stake by 48% in Q1 2026, buying an estimated $6.28K and bringing the position to 742 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Steward Partners Investment Advisory first reported a position in IVZ in Q1 2018 and has held it in 31 quarters since. The position peaked at $61K in Q2 2019. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Steward Partners Investment Advisory held 742 shares of Invesco worth $18K as of Q1 2026.
  • Steward Partners Investment Advisory bought 240 Invesco shares in Q1 2026, an estimated $6.28K.
  • Invesco made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3282 holding.
  • Steward Partners Investment Advisory first reported a position in Invesco in Q1 2018 and has held it in 31 quarters since.
  • Steward Partners Investment Advisory's Invesco position peaked at $61K in Q2 2019.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.