TFM
IVZ icon

TFC Financial Management’s Invesco IVZ Stock Holding History

TFC Financial 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
Q2 		$1.29K Buy
49
+14
+40% +$371 ﹤0.01% 619
2026
Q1 		$851 Sell
35
-82
-70% -$2.15K ﹤0.01% 630
2025
Q4 		$3.07K Hold
117
– – ﹤0.01% 484
2025
Q3 		$2.68K Buy
117
+82
+234% +$1.7K ﹤0.01% 521
2025
Q2 		$552 Sell
35
-105
-75% -$1.51K ﹤0.01% 659
2025
Q1 		$2.12K Buy
140
+63
+82% +$1.07K ﹤0.01% 486
2024
Q4 		$1.35K Hold
77
– – ﹤0.01% 543
2024
Q3 		$1.35K Buy
+77
New +$1.26K ﹤0.01% 549
2023
Q2 		– Sell
-14
Closed -$230 – 692
2023
Q1 		$230 Buy
+14
New +$250 ﹤0.01% 622

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

TFC Financial Management's IVZ Position: Q2 2026 in Review

TFC Financial Management increased its Invesco (IVZ) stake by 40% in Q2 2026, buying an estimated $371 and bringing the position to 49 shares worth $1.29K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

TFC Financial Management first reported a position in IVZ in Q1 2023 and has held it in 9 quarters since. The position peaked at $3.07K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • TFC Financial Management held 49 shares of Invesco worth $1.29K as of Q2 2026.
  • TFC Financial Management bought 14 Invesco shares in Q2 2026, an estimated $371.
  • Invesco made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #619 holding.
  • TFC Financial Management first reported a position in Invesco in Q1 2023 and has held it in 9 quarters since.
  • TFC Financial Management's Invesco position peaked at $3.07K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.