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Tounjian Advisory Partners’s Invesco IVZ Stock Holding History

Tounjian Advisory Partners’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 		$332 Buy
+13
New +$345 ﹤0.01% 728
2025
Q3 		– Sell
-61,972
Closed -$940K – 193
2025
Q2 		$940K Sell
61,972
-818
-1% -$11.7K 0.18% 143
2025
Q1 		$953K Buy
+62,790
New +$1.07M 0.18% 143

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 $3.38T AUM 44.17% 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

Tounjian Advisory Partners's IVZ Position: Q2 2026 in Review

Tounjian Advisory Partners opened a new position in Invesco (IVZ) in Q2 2026: 13 shares worth $332. The stake represents ﹤0.01% of the portfolio and ranks #728 among its holdings. This is a return to the name: Tounjian Advisory Partners previously reported a position in IVZ as recently as Q2 2025.

Tounjian Advisory Partners first reported a position in IVZ in Q1 2025 and has held it in 3 quarters since. The position peaked at $953K in Q1 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Tounjian Advisory Partners held 13 shares of Invesco worth $332 as of Q2 2026.
  • Invesco was a new Tounjian Advisory Partners position in Q2 2026.
  • Invesco made up ﹤0.01% of Tounjian Advisory Partners's portfolio in Q2 2026, its #728 holding.
  • Tounjian Advisory Partners first reported a position in Invesco in Q1 2025 and has held it in 3 quarters since.
  • Tounjian Advisory Partners's Invesco position peaked at $953K in Q1 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Tounjian Advisory Partners's 13F filing for Q2 2026, filed 7 Aug 2026.