TCM
IVZ icon

Triumph Capital Management’s Invesco IVZ Stock Holding History

Triumph Capital Management’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 		$5.36K Hold
203
– – ﹤0.01% 1330
2026
Q1 		$4.93K Hold
203
– – ﹤0.01% 1316
2025
Q4 		$5.33K Buy
+203
New +$4.96K ﹤0.01% 1245

Other funds holding IVZ

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WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $397M AUM 34.86% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Triumph Capital Management's IVZ Position: Q2 2026 in Review

Triumph Capital Management held its Invesco (IVZ) position steady in Q2 2026 at 203 shares worth $5.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Triumph Capital Management first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Triumph Capital Management held 203 shares of Invesco worth $5.36K as of Q2 2026.
  • Triumph Capital Management left its Invesco share count unchanged in Q2 2026.
  • Invesco made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #1330 holding.
  • Triumph Capital Management first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.