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Strategic Wealth Partners’s Invesco IVZ Stock Holding History

Strategic Wealth 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
Q2 		$1.74K Hold
66
– – ﹤0.01% 1215
2026
Q1 		$1.6K Hold
66
– – ﹤0.01% 1187
2025
Q4 		$1.73K Buy
+66
New +$1.61K ﹤0.01% 1225

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Strategic Wealth Partners's IVZ Position: Q2 2026 in Review

Strategic Wealth Partners held its Invesco (IVZ) position steady in Q2 2026 at 66 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Strategic Wealth Partners first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 668 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Strategic Wealth Partners held 66 shares of Invesco worth $1.74K as of Q2 2026.
  • Strategic Wealth Partners left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1215 holding.
  • Strategic Wealth Partners first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.