VL
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
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 $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Vima LLC's IVZ Position: Q2 2026 in Review

Vima LLC opened a new position in Invesco (IVZ) in Q2 2026: 123 shares worth $3.25K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings. This is a return to the name: Vima LLC previously reported a position in IVZ as recently as Q1 2024.

Vima LLC first reported a position in IVZ in Q4 2023 and has held it in 3 quarters since. The position peaked at $11.1K in Q4 2023. 245 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Vima LLC held 123 shares of Invesco worth $3.25K as of Q2 2026.
  • Invesco was a new Vima LLC position in Q2 2026.
  • Invesco made up ﹤0.01% of Vima LLC's portfolio in Q2 2026, its #329 holding.
  • Vima LLC first reported a position in Invesco in Q4 2023 and has held it in 3 quarters since.
  • Vima LLC's Invesco position peaked at $11.1K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.