VVP
IVZ icon

Venture Visionary Partners’s Invesco IVZ Stock Holding History

Venture Visionary Partners’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 		$644K Buy
24,415
+3
+0% +$80 0.02% 430
2026
Q1 		$593K Sell
24,412
-1,103
-4% -$28.9K 0.02% 394
2025
Q4 		$670K Sell
25,515
-58
-0.2% -$1.42K 0.02% 380
2025
Q3 		$587K Buy
25,573
+4
+0% +$83 0.02% 384
2025
Q2 		$403K Sell
25,569
-103,530
-80% -$1.49M 0.02% 439
2025
Q1 		$1.96M Buy
129,099
+7,829
+6% +$134K 0.08% 192
2024
Q4 		$2.12M Buy
121,270
+25,847
+27% +$460K 0.09% 180
2024
Q3 		$1.68M Buy
95,423
+3,949
+4% +$64.8K 0.07% 217
2024
Q2 		$1.37M Buy
91,474
+8,365
+10% +$129K 0.06% 238
2024
Q1 		$1.38M Buy
+83,109
New +$1.34M 0.07% 232
2022
Q3 		– Sell
-296
Closed -$4.77K – 1002
2022
Q2 		$4.77K Buy
+296
New +$5.6K ﹤0.01% 1411

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 $3.37T AUM 44.26% 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

Venture Visionary Partners's IVZ Position: Q2 2026 in Review

Venture Visionary Partners increased its Invesco (IVZ) stake by 0.01% in Q2 2026, buying an estimated $80 and bringing the position to 24,415 shares worth $644K. The position accounts for 0.02% of the portfolio, ranked #430.

Venture Visionary Partners first reported a position in IVZ in Q2 2022 and has held it in 11 quarters since. The position peaked at $2.12M in Q4 2024. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Venture Visionary Partners held 24,415 shares of Invesco worth $644K as of Q2 2026.
  • Venture Visionary Partners bought 3 Invesco shares in Q2 2026, an estimated $80.
  • Invesco made up 0.02% of Venture Visionary Partners's portfolio in Q2 2026, its #430 holding.
  • Venture Visionary Partners first reported a position in Invesco in Q2 2022 and has held it in 11 quarters since.
  • Venture Visionary Partners's Invesco position peaked at $2.12M in Q4 2024.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.