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Westfuller Advisors’s Invesco IVZ Stock Holding History

Westfuller 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 		$369 Sell
14
-183
-93% -$4.85K ﹤0.01% 738
2026
Q1 		$4.79K Buy
197
+60
+44% +$1.57K ﹤0.01% 550
2025
Q4 		$3.6K Buy
+137
New +$3.35K ﹤0.01% 606

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

Westfuller Advisors's IVZ Position: Q2 2026 in Review

Westfuller Advisors reduced its Invesco (IVZ) stake by 93% in Q2 2026, selling an estimated $4.85K and leaving 14 shares worth $369. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Westfuller Advisors first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.79K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Westfuller Advisors held 14 shares of Invesco worth $369 as of Q2 2026.
  • Westfuller Advisors sold 183 Invesco shares in Q2 2026, an estimated $4.85K.
  • Invesco made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #738 holding.
  • Westfuller Advisors first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • Westfuller Advisors's Invesco position peaked at $4.79K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.