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Strategic Investment Solutions’s Invesco IVZ Stock Holding History

Strategic Investment Solutions’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
-3,005
Closed -$78.9K – 681
2025
Q4 		$78.9K Buy
+3,005
New +$73.4K 0.02% 209

Other funds holding IVZ

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VCM
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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

Strategic Investment Solutions's IVZ Position: Q1 2026 in Review

Strategic Investment Solutions sold out of Invesco (IVZ) in Q1 2026, closing a stake of 3,005 shares — an estimated $78.9K sold.

Strategic Investment Solutions first reported a position in IVZ in Q4 2025 and held it in 1 quarter. The position peaked at $78.9K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Strategic Investment Solutions reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Strategic Investment Solutions sold 3,005 Invesco shares in Q1 2026, an estimated $78.9K.
  • Strategic Investment Solutions first reported a position in Invesco in Q4 2025 and held it in 1 quarter.
  • Strategic Investment Solutions's Invesco position peaked at $78.9K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Strategic Investment Solutions's 13F filing for Q1 2026, filed 1 May 2026.