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Synergy Investment Management’s Invesco IVZ Stock Holding History

Synergy Investment Management’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 		$3.13K Buy
+129
New +$3.38K ﹤0.01% 645

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

Synergy Investment Management's IVZ Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Invesco (IVZ) in Q1 2026: 129 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings.

631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Synergy Investment Management held 129 shares of Invesco worth $3.13K as of Q1 2026.
  • Invesco was a new Synergy Investment Management position in Q1 2026.
  • Invesco made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #645 holding.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.