WA
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Waverly Advisors’s Invesco IVZ Stock Holding History

Waverly Advisors’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 		$530K Buy
20,100
+2,765
+16% +$73.3K ﹤0.01% 1154
2026
Q1 		$421K Buy
17,335
+634
+4% +$16.6K ﹤0.01% 1159
2025
Q4 		$439K Buy
16,701
+5,536
+50% +$135K ﹤0.01% 1059
2025
Q3 		$256K Buy
+11,165
New +$232K ﹤0.01% 1102
2015
Q4 		– Sell
-659
Closed -$21K – 260
2015
Q3 		$21K Buy
+659
New +$23.4K 0.01% 261
2014
Q4 		– Sell
-7,391
Closed -$292K – 545
2014
Q3 		$292K Hold
7,391
– – 0.16% 80
2014
Q2 		$279K Hold
7,391
– – 0.12% 89
2014
Q1 		$273K Buy
7,391
+205
+3% +$7.1K 0.12% 89
2013
Q4 		$262K Buy
+7,186
New +$244K 0.09% 123

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waverly Advisors's IVZ Position: Q2 2026 in Review

Waverly Advisors increased its Invesco (IVZ) stake by 16% in Q2 2026, buying an estimated $73.3K and bringing the position to 20,100 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

Waverly Advisors first reported a position in IVZ in Q4 2013 and has held it in 9 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Waverly Advisors held 20,100 shares of Invesco worth $530K as of Q2 2026.
  • Waverly Advisors bought 2,765 Invesco shares in Q2 2026, an estimated $73.3K.
  • Invesco made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1154 holding.
  • Waverly Advisors first reported a position in Invesco in Q4 2013 and has held it in 9 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.