UFF
IVZ icon

USA FINANCIAL FORMULAS’s Invesco IVZ Stock Holding History

USA FINANCIAL FORMULAS’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 		$496K Buy
+18,808
New +$499K 0.09% 85

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

USA FINANCIAL FORMULAS's IVZ Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Invesco (IVZ) in Q2 2026: 18,808 shares worth $496K. The stake represents 0.09% of the portfolio and ranks #85 among its holdings.

267 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • USA FINANCIAL FORMULAS held 18,808 shares of Invesco worth $496K as of Q2 2026.
  • Invesco was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Invesco made up 0.09% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #85 holding.
  • 267 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.