TI
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Tidal Investments’s Invesco IVZ Stock Holding History

Tidal Investments’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 		$778K Buy
32,018
+23,493
+276% +$615K ﹤0.01% 1619
2025
Q4 		$224K Buy
+8,525
New +$208K ﹤0.01% 1968
2025
Q1 		– Sell
-24,966
Closed -$436K – 1936
2024
Q4 		$436K Buy
24,966
+1,434
+6% +$25.5K ﹤0.01% 1451
2024
Q3 		$413K Sell
23,532
-27,508
-54% -$452K ﹤0.01% 1465
2024
Q2 		$764K Sell
51,040
-70,737
-58% -$1.09M 0.01% 1043
2024
Q1 		$2.02M Buy
+121,777
New +$1.97M 0.03% 522
2023
Q2 		– Sell
-10,334
Closed -$169K – 1347
2023
Q1 		$169K Buy
+10,334
New +$184K 0.01% 1214
2022
Q4 		– Sell
-20,188
Closed -$277K – 1161
2022
Q3 		$277K Buy
20,188
+4,206
+26% +$70.9K 0.01% 788
2022
Q2 		$258K Buy
15,982
+2,472
+18% +$46.8K 0.01% 858
2022
Q1 		$312K Buy
13,510
+1,177
+10% +$26.1K 0.01% 809
2021
Q4 		$284K Buy
+12,333
New +$300K 0.01% 780

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

Tidal Investments's IVZ Position: Q1 2026 in Review

Tidal Investments increased its Invesco (IVZ) stake by 276% in Q1 2026, buying an estimated $615K and bringing the position to 32,018 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Tidal Investments first reported a position in IVZ in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.02M in Q1 2024. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Tidal Investments held 32,018 shares of Invesco worth $778K as of Q1 2026.
  • Tidal Investments bought 23,493 Invesco shares in Q1 2026, an estimated $615K.
  • Invesco made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1619 holding.
  • Tidal Investments first reported a position in Invesco in Q4 2021 and has held it in 11 quarters since.
  • Tidal Investments's Invesco position peaked at $2.02M in Q1 2024.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.