Vima LLC
IVZ icon

Vima LLC’s Invesco IVZ Stock Holding History

Vima LLC’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
Q3 		$3.71K Hold
123
– – ﹤0.01% 307
2026
Q2 		$3.25K Buy
+123
New +$3.26K ﹤0.01% 329
2024
Q2 		– Sell
-423
Closed -$6.94K – 205
2024
Q1 		$6.94K Sell
423
-200
-32% -$3.23K 0.01% 268
2023
Q4 		$11.1K Buy
+623
New +$8.99K 0.03% 239

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Live Oak Private Wealth
Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return

Vima LLC's IVZ Position: Q3 2026 in Review

Vima LLC held its Invesco (IVZ) position steady in Q3 2026 at 123 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Vima LLC first reported a position in IVZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $11.1K in Q4 2023. 236 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Vima LLC held 123 shares of Invesco worth $3.71K as of Q3 2026.
  • Vima LLC left its Invesco share count unchanged in Q3 2026.
  • Invesco made up ﹤0.01% of Vima LLC's portfolio in Q3 2026, its #307 holding.
  • Vima LLC first reported a position in Invesco in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Invesco position peaked at $11.1K in Q4 2023.
  • 236 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.