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
Q3 		$5.38M Sell
178,385
-4,495
-2% -$138K 1.4% 20
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 $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
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
VIPI
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return
CA
Continental Advisors Park City, Utah $233M AUM 14.5% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
PC
Parrish Capital Kennesaw, Georgia $103M AUM 35.11% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Vista Investment Partners's IVZ Position: Q3 2026 in Review

Vista Investment Partners reduced its Invesco (IVZ) stake by 2.5% in Q3 2026, selling an estimated $138K and leaving 178,385 shares worth $5.38M. The position accounts for 1.4% of the portfolio, ranked #20.

Vista Investment Partners first reported a position in IVZ in Q1 2026 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Vista Investment Partners held 178,385 shares of Invesco worth $5.38M as of Q3 2026.
  • Vista Investment Partners sold 4,495 Invesco shares in Q3 2026, an estimated $138K.
  • Invesco made up 1.4% of Vista Investment Partners's portfolio in Q3 2026, its #20 holding.
  • Vista Investment Partners first reported a position in Invesco in Q1 2026 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.