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World Investment Advisors’s Invesco IVZ Stock Holding History

World Investment 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 		$328K Sell
13,470
-96
-0.7% -$2.54K 0.01% 1166
2026
Q1 		$330K Buy
+13,566
New +$355K 0.01% 1204

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 $3.38T AUM 44.17% 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

World Investment Advisors's IVZ Position: Q2 2026 in Review

World Investment Advisors reduced its Invesco (IVZ) stake by 0.71% in Q2 2026, selling an estimated $2.54K and leaving 13,470 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #1166.

World Investment Advisors first reported a position in IVZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $330K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • World Investment Advisors held 13,470 shares of Invesco worth $328K as of Q2 2026.
  • World Investment Advisors sold 96 Invesco shares in Q2 2026, an estimated $2.54K.
  • Invesco made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1166 holding.
  • World Investment Advisors first reported a position in Invesco in Q1 2026 and has held it in 2 quarters since.
  • World Investment Advisors's Invesco position peaked at $330K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

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