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Summit Securities Group’s Invesco IVZ Stock Holding History

Summit Securities Group’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
2022
Q1 		– Sell
-800
Closed -$18K – 1213
2021
Q4 		$18K Buy
+800
New +$19.5K ﹤0.01% 764

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

Summit Securities Group's IVZ Position: Q2 2026 in Review

Summit Securities Group increased its Invesco (IVZ) stake by 41% in Q2 2026, buying an estimated $795 and bringing the position to 103 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Summit Securities Group first reported a position in IVZ in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.94M in Q2 2021. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Summit Securities Group held 103 shares of Invesco worth $2.72K as of Q2 2026.
  • Summit Securities Group bought 30 Invesco shares in Q2 2026, an estimated $795.
  • Invesco made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1066 holding.
  • Summit Securities Group first reported a position in Invesco in Q1 2014 and has held it in 19 quarters since.
  • Summit Securities Group's Invesco position peaked at $1.94M in Q2 2021.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.