TwinBeech Capital’s Invesco IVZ Stock Holding History

TwinBeech Capital’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	$432K	Buy	+16,378	New	+$434K	0.08%	241
2025 Q3	–	Sell	-10,868	Closed	-$171K	–	693
2025 Q2	$171K	Buy	+10,868	New	+$156K	﹤0.01%	593
2025 Q1	–	Sell	-30,032	Closed	-$525K	–	830
2024 Q4	$525K	Buy	+30,032	New	+$535K	0.01%	450
2024 Q1	–	Sell	-666,107	Closed	-$11.9M	–	716
2023 Q4	$11.9M	Buy	666,107 +644,073	+2,923%	+$9.29M	0.19%	154
2023 Q3	$320K	Buy	+22,034	New	+$355K	0.01%	569
2023 Q2	–	Sell	-11,400	Closed	-$187K	–	736
2023 Q1	$187K	Buy	+11,400	New	+$203K	﹤0.01%	566
2022 Q1	–	Sell	-192,000	Closed	-$4.42M	–	619
2021 Q4	$4.42M	Sell	192,000 -117,182	-38%	-$2.85M	0.25%	115
2021 Q3	$7.45M	Buy	+309,182	New	+$7.73M	0.52%	41

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 $3.37T AUM 44.26% 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

TwinBeech Capital's IVZ Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Invesco (IVZ) in Q2 2026: 16,378 shares worth $432K. The stake represents 0.08% of the portfolio and ranks #241 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in IVZ as recently as Q2 2025.

TwinBeech Capital first reported a position in IVZ in Q3 2021 and has held it in 8 quarters since. The position peaked at $11.9M in Q4 2023. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

TwinBeech Capital held 16,378 shares of Invesco worth $432K as of Q2 2026.
Invesco was a new TwinBeech Capital position in Q2 2026.
Invesco made up 0.08% of TwinBeech Capital's portfolio in Q2 2026, its #241 holding.
TwinBeech Capital first reported a position in Invesco in Q3 2021 and has held it in 8 quarters since.
TwinBeech Capital's Invesco position peaked at $11.9M in Q4 2023.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on TwinBeech Capital's 13F filing for Q2 2026, filed 14 Aug 2026.