Transamerica Financial Advisors’s Invesco IVZ Stock Holding History

Transamerica Financial Advisors’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	$2.86K	Sell	108 -49	-31%	-$1.3K	﹤0.01%	1234
2026 Q1	$3.83K	Buy	157 +28	+22%	+$732	﹤0.01%	1091
2025 Q4	$3.39K	Buy	129 +60	+87%	+$1.47K	﹤0.01%	1025
2025 Q3	$1.58K	Buy	+69	New	+$1.43K	﹤0.01%	1086
2016 Q2	–	Sell	-193	Closed	-$6K	–	549
2016 Q1	$6K	Hold	193	–	–	﹤0.01%	599
2015 Q4	$7K	Hold	193	–	–	﹤0.01%	641
2015 Q3	$7K	Hold	193	–	–	﹤0.01%	621
2015 Q2	$8K	Sell	193 -227	-54%	-$9.09K	﹤0.01%	654
2015 Q1	$17K	Sell	420 -4,326	-91%	-$169K	﹤0.01%	560
2014 Q4	$188K	Sell	4,746 -384	-7%	-$15.1K	0.01%	275
2014 Q3	$203K	Sell	5,130 -811	-14%	-$31.9K	0.02%	252
2014 Q2	$225K	Buy	5,941 +5,521	+1,315%	+$200K	0.02%	266
2014 Q1	$16K	Hold	420	–	–	﹤0.01%	426
2013 Q4	$16K	Hold	420	–	–	﹤0.01%	427
2013 Q3	$14K	Hold	420	–	–	﹤0.01%	410
2013 Q2	$14K	Buy	+420	New	+$13.4K	﹤0.01%	390

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Transamerica Financial Advisors's IVZ Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Invesco (IVZ) stake by 31% in Q2 2026, selling an estimated $1.3K and leaving 108 shares worth $2.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Transamerica Financial Advisors first reported a position in IVZ in Q2 2013 and has held it in 16 quarters since. The position peaked at $225K in Q2 2014. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Transamerica Financial Advisors held 108 shares of Invesco worth $2.86K as of Q2 2026.
Transamerica Financial Advisors sold 49 Invesco shares in Q2 2026, an estimated $1.3K.
Invesco made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1234 holding.
Transamerica Financial Advisors first reported a position in Invesco in Q2 2013 and has held it in 16 quarters since.
Transamerica Financial Advisors's Invesco position peaked at $225K in Q2 2014.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.