WCM
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WealthBridge Capital Management’s Invesco IVZ Stock Holding History

WealthBridge Capital Management’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
Q1 		$396K Buy
+16,301
New +$426K 0.09% 149
2019
Q2 		– Sell
-27
Closed -$1K – 488
2019
Q1 		$1K Hold
27
– – ﹤0.01% 896
2018
Q4 		$0 Buy
+27
New +$540 ﹤0.01% 958

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthBridge Capital Management's IVZ Position: Q1 2026 in Review

WealthBridge Capital Management opened a new position in Invesco (IVZ) in Q1 2026: 16,301 shares worth $396K. The stake represents 0.09% of the portfolio and ranks #149 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in IVZ as recently as Q1 2019.

WealthBridge Capital Management first reported a position in IVZ in Q4 2018 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • WealthBridge Capital Management held 16,301 shares of Invesco worth $396K as of Q1 2026.
  • Invesco was a new WealthBridge Capital Management position in Q1 2026.
  • Invesco made up 0.09% of WealthBridge Capital Management's portfolio in Q1 2026, its #149 holding.
  • WealthBridge Capital Management first reported a position in Invesco in Q4 2018 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on WealthBridge Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.