Zacks Investment Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.73M | Buy |
112,318
+7,145
| +7% | +$187K | 0.02% | 311 |
|
|
2025
Q4 | $2.76M | Buy |
+105,173
| New | +$2.57M | 0.02% | 309 |
|
|
2022
Q2 | – | Sell |
-81,299
| Closed | -$1.87M | – | 604 |
|
|
2022
Q1 | $1.87M | Sell |
81,299
-168,667
| -67% | -$3.74M | 0.03% | 290 |
|
|
2021
Q4 | $5.75M | Sell |
249,966
-5,105
| -2% | -$124K | 0.08% | 178 |
|
|
2021
Q3 | $6.15M | Buy |
255,071
+3,066
| +1% | +$76.7K | 0.1% | 167 |
|
|
2021
Q2 | $6.74M | Sell |
252,005
-3,159
| -1% | -$86.1K | 0.11% | 156 |
|
|
2021
Q1 | $6.43M | Buy |
255,164
+12,728
| +5% | +$285K | 0.11% | 152 |
|
|
2020
Q4 | $4.22M | Buy |
242,436
+11,556
| +5% | +$178K | 0.08% | 177 |
|
|
2020
Q3 | $2.63M | Buy |
+230,880
| New | +$2.45M | 0.05% | 189 |
|
|
2019
Q1 | – | Sell |
-725,647
| Closed | -$12.1M | – | 566 |
|
|
2018
Q4 | $12.1M | Sell |
725,647
-75,006
| -9% | -$1.5M | 0.29% | 82 |
|
|
2018
Q3 | $18.3M | Sell |
800,653
-1,304
| -0.2% | -$32.6K | 0.38% | 75 |
|
|
2018
Q2 | $21.3M | Buy |
801,957
+11,055
| +1% | +$318K | 0.46% | 68 |
|
|
2018
Q1 | $25.3M | Buy |
790,902
+10,803
| +1% | +$373K | 0.56% | 57 |
|
|
2017
Q4 | $28.5M | Buy |
780,099
+10,345
| +1% | +$374K | 0.62% | 52 |
|
|
2017
Q3 | $27M | Buy |
769,754
+9,561
| +1% | +$327K | 0.63% | 51 |
|
|
2017
Q2 | $26.8M | Buy |
760,193
+16,387
| +2% | +$534K | 0.66% | 48 |
|
|
2017
Q1 | $22.8M | Buy |
743,806
+89,455
| +14% | +$2.8M | 0.58% | 51 |
|
|
2016
Q4 | $19.9M | Sell |
654,351
-20,064
| -3% | -$617K | 0.57% | 54 |
|
|
2016
Q3 | $21.1M | Buy |
674,415
+57,140
| +9% | +$1.68M | 0.6% | 50 |
|
|
2016
Q2 | $15.8M | Buy |
617,275
+23,532
| +4% | +$698K | 0.48% | 65 |
|
|
2016
Q1 | $18.3M | Buy |
593,743
+38,083
| +7% | +$1.1M | 0.58% | 50 |
|
|
2015
Q4 | $18.6M | Sell |
555,660
-25,643
| -4% | -$840K | 0.61% | 50 |
|
|
2015
Q3 | $18.2M | Sell |
581,303
-14,702
| -2% | -$523K | 0.63% | 48 |
|
|
2015
Q2 | $22.3M | Sell |
596,005
-9,893
| -2% | -$396K | 0.71% | 44 |
|
|
2015
Q1 | $24M | Buy |
605,898
+27,468
| +5% | +$1.07M | 0.76% | 42 |
|
|
2014
Q4 | $22.9M | Buy |
578,430
+37,315
| +7% | +$1.47M | 0.74% | 42 |
|
|
2014
Q3 | $21.3M | Buy |
541,115
+393,452
| +266% | +$15.5M | 0.74% | 43 |
|
|
2014
Q2 | $5.59M | Sell |
147,663
-330,388
| -69% | -$12M | 0.2% | 132 |
|
|
2014
Q1 | $17.7M | Buy |
478,051
+38,470
| +9% | +$1.33M | 0.66% | 43 |
|
|
2013
Q4 | $16M | Buy |
439,581
+28,739
| +7% | +$975K | 0.63% | 44 |
|
|
2013
Q3 | $13.1M | Buy |
410,842
+26,807
| +7% | +$856K | 0.57% | 54 |
|
|
2013
Q2 | $12.2M | Buy |
+384,035
| New | +$12.3M | 0.56% | 55 |
|
Other funds holding IVZ
MMLI
VCM
VPM
Zacks Investment Management's IVZ Position: Q1 2026 in Review
Zacks Investment Management increased its Invesco (IVZ) stake by 6.8% in Q1 2026, buying an estimated $187K and bringing the position to 112,318 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #311.
Zacks Investment Management first reported a position in IVZ in Q2 2013 and has held it in 32 quarters since. The position peaked at $28.5M in Q4 2017. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.
- Zacks Investment Management held 112,318 shares of Invesco worth $2.73M as of Q1 2026.
- Zacks Investment Management bought 7,145 Invesco shares in Q1 2026, an estimated $187K.
- Invesco made up 0.02% of Zacks Investment Management's portfolio in Q1 2026, its #311 holding.
- Zacks Investment Management first reported a position in Invesco in Q2 2013 and has held it in 32 quarters since.
- Zacks Investment Management's Invesco position peaked at $28.5M in Q4 2017.
- 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.
Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.