Strategic Advocates’s Invesco IVZ Stock Holding History

Strategic Advocates’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	-259	Closed	-$6.85K	–	442
2025 Q4	$6.85K	Buy	259 +114	+79%	+$2.78K	﹤0.01%	404
2025 Q3	$3.33K	Buy	+145	New	+$3.01K	﹤0.01%	445

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Strategic Advocates's IVZ Position: Q1 2026 in Review

Strategic Advocates sold out of Invesco (IVZ) in Q1 2026, closing a stake of 259 shares — an estimated $6.85K sold.

Strategic Advocates first reported a position in IVZ in Q3 2025 and held it in 2 quarters. The position peaked at $6.85K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Strategic Advocates reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
Strategic Advocates sold 259 Invesco shares in Q1 2026, an estimated $6.85K.
Strategic Advocates first reported a position in Invesco in Q3 2025 and held it in 2 quarters.
Strategic Advocates's Invesco position peaked at $6.85K in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.