TCA
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Transcend Capital Advisors’s Invesco IVZ Stock Holding History

Transcend Capital 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 		$519K Buy
19,650
+3,115
+19% +$82.6K 0.04% 433
2026
Q1 		$402K Buy
16,535
+2,093
+14% +$54.8K 0.03% 450
2025
Q4 		$379K Buy
14,442
+1,304
+10% +$31.9K 0.03% 442
2025
Q3 		$301K Buy
+13,138
New +$273K 0.02% 531

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

Transcend Capital Advisors's IVZ Position: Q2 2026 in Review

Transcend Capital Advisors increased its Invesco (IVZ) stake by 19% in Q2 2026, buying an estimated $82.6K and bringing the position to 19,650 shares worth $519K. The position accounts for 0.04% of the portfolio, ranked #433.

Transcend Capital Advisors first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Transcend Capital Advisors held 19,650 shares of Invesco worth $519K as of Q2 2026.
  • Transcend Capital Advisors bought 3,115 Invesco shares in Q2 2026, an estimated $82.6K.
  • Invesco made up 0.04% of Transcend Capital Advisors's portfolio in Q2 2026, its #433 holding.
  • Transcend Capital Advisors first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.