VestGen Advisors’s Invesco IVZ Stock Holding History

VestGen Advisors’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	$357K	Buy	13,538 +3,565	+36%	+$94.5K	0.01%	779
2026 Q1	$283K	Buy	+9,973	New	+$261K	0.01%	862

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

VestGen Advisors's IVZ Position: Q2 2026 in Review

VestGen Advisors increased its Invesco (IVZ) stake by 36% in Q2 2026, buying an estimated $94.5K and bringing the position to 13,538 shares worth $357K. The position accounts for 0.01% of the portfolio, ranked #779.

VestGen Advisors first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

VestGen Advisors held 13,538 shares of Invesco worth $357K as of Q2 2026.
VestGen Advisors bought 3,565 Invesco shares in Q2 2026, an estimated $94.5K.
Invesco made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #779 holding.
VestGen Advisors first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.