VIPI
IVZ icon

Vista Investment Partners II’s Invesco IVZ Stock Holding History

Vista Investment Partners II’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 		$3.11M Sell
118,012
-787
-0.7% -$20.9K 1.22% 25
2026
Q1 		$2.89M Buy
+118,799
New +$3.11M 1.3% 24

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
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
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Vista Investment Partners II's IVZ Position: Q2 2026 in Review

Vista Investment Partners II reduced its Invesco (IVZ) stake by 0.66% in Q2 2026, selling an estimated $20.9K and leaving 118,012 shares worth $3.11M. The position accounts for 1.22% of the portfolio, ranked #25.

Vista Investment Partners II first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Vista Investment Partners II held 118,012 shares of Invesco worth $3.11M as of Q2 2026.
  • Vista Investment Partners II sold 787 Invesco shares in Q2 2026, an estimated $20.9K.
  • Invesco made up 1.22% of Vista Investment Partners II's portfolio in Q2 2026, its #25 holding.
  • Vista Investment Partners II first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Vista Investment Partners II's 13F filing for Q2 2026, filed 21 Jul 2026.