WA
IVZ icon

WPG Advisers’s Invesco IVZ Stock Holding History

WPG Advisers’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 		$9.62K Buy
396
+118
+42% +$3.09K 0.01% 686
2025
Q4 		$7.3K Sell
278
-135
-33% -$3.3K 0.01% 792
2025
Q3 		$9.47K Buy
413
+77
+23% +$1.6K 0.01% 708
2025
Q2 		$5.3K Buy
336
+276
+460% +$3.96K ﹤0.01% 863
2025
Q1 		$910 Hold
60
– – ﹤0.01% 1270
2024
Q4 		$1.05K Buy
+60
New +$1.07K ﹤0.01% 1217

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

WPG Advisers's IVZ Position: Q1 2026 in Review

WPG Advisers increased its Invesco (IVZ) stake by 42% in Q1 2026, buying an estimated $3.09K and bringing the position to 396 shares worth $9.62K. The position accounts for 0.01% of the portfolio, ranked #686.

WPG Advisers first reported a position in IVZ in Q4 2024 and has held it in 6 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • WPG Advisers held 396 shares of Invesco worth $9.62K as of Q1 2026.
  • WPG Advisers bought 118 Invesco shares in Q1 2026, an estimated $3.09K.
  • Invesco made up 0.01% of WPG Advisers's portfolio in Q1 2026, its #686 holding.
  • WPG Advisers first reported a position in Invesco in Q4 2024 and has held it in 6 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.