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Evelyn Partners Group Ltd’s Invesco IVZ Stock Holding History

Evelyn Partners Group Ltd’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 		$91.6K Buy
+3,470
New +$92K ﹤0.01% 323

Other funds holding IVZ

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Evelyn Partners Group Ltd's IVZ Position: Q2 2026 in Review

Evelyn Partners Group Ltd opened a new position in Invesco (IVZ) in Q2 2026: 3,470 shares worth $91.6K. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings.

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

  • Evelyn Partners Group Ltd held 3,470 shares of Invesco worth $91.6K as of Q2 2026.
  • Invesco was a new Evelyn Partners Group Ltd position in Q2 2026.
  • Invesco made up ﹤0.01% of Evelyn Partners Group Ltd's portfolio in Q2 2026, its #323 holding.
  • 339 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Evelyn Partners Group Ltd's 13F filing for Q2 2026, filed 7 Aug 2026.