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Thurston Springer Miller Herd & Titak’s Invesco IVZ Stock Holding History

Thurston Springer Miller Herd & Titak’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 		– Sell
-257
Closed -$6.24K – 1247
2026
Q1 		$6.24K Buy
+257
New +$6.72K ﹤0.01% 1017
2025
Q3 		– Sell
-238
Closed -$3.77K – 966
2025
Q2 		$3.77K Buy
238
+3
+1% +$43 ﹤0.01% 1335
2025
Q1 		$3.57K Buy
235
+3
+1% +$51 ﹤0.01% 1354
2024
Q4 		$4.07K Buy
232
+2
+0.9% +$36 ﹤0.01% 1052
2024
Q3 		$4.04K Buy
230
+3
+1% +$49 ﹤0.01% 1234
2024
Q2 		$3.4K Buy
+227
New +$3.49K ﹤0.01% 1238

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

Thurston Springer Miller Herd & Titak's IVZ Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak sold out of Invesco (IVZ) in Q2 2026, closing a stake of 257 shares — an estimated $6.24K sold.

Thurston Springer Miller Herd & Titak first reported a position in IVZ in Q2 2024 and held it in 6 quarters. The position peaked at $6.24K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Thurston Springer Miller Herd & Titak reported no remaining Invesco position as of Q2 2026 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 257 Invesco shares in Q2 2026, an estimated $6.24K.
  • Thurston Springer Miller Herd & Titak first reported a position in Invesco in Q2 2024 and held it in 6 quarters.
  • Thurston Springer Miller Herd & Titak's Invesco position peaked at $6.24K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.