VIP
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Vista Investment Partners’s Invesco IVZ Stock Holding History

Vista Investment 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 		$4.83M Sell
182,880
-3,765
-2% -$99.8K 1.21% 28
2026
Q1 		$4.53M Buy
+186,645
New +$4.88M 1.2% 28

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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
PCM
Poehling Capital Management Madison, Wisconsin $466M AUM 24.17% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

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

Vista Investment Partners reduced its Invesco (IVZ) stake by 2% in Q2 2026, selling an estimated $99.8K and leaving 182,880 shares worth $4.83M. The position accounts for 1.21% of the portfolio, ranked #28.

Vista Investment Partners first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. 135 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Vista Investment Partners held 182,880 shares of Invesco worth $4.83M as of Q2 2026.
  • Vista Investment Partners sold 3,765 Invesco shares in Q2 2026, an estimated $99.8K.
  • Invesco made up 1.21% of Vista Investment Partners's portfolio in Q2 2026, its #28 holding.
  • Vista Investment Partners first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
  • 135 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.