ZBNA
IVZ icon

Zions Bancorporation, National Association’s Invesco IVZ Stock Holding History

Zions Bancorporation, National Association’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 		$27.9K Sell
1,056
-142
-12% -$3.76K ﹤0.01% 692
2026
Q1 		$29.1K Sell
1,198
-3,438
-74% -$89.9K ﹤0.01% 647
2025
Q4 		$122K Buy
4,636
+560
+14% +$13.7K 0.01% 496
2025
Q3 		$93.5K Buy
4,076
+33
+0.8% +$685 ﹤0.01% 468
2025
Q2 		$63.8K Buy
4,043
+3,979
+6,217% +$57.1K ﹤0.01% 475
2025
Q1 		$971 Buy
+64
New +$1.09K ﹤0.01% 841

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Zions Bancorporation, National Association's IVZ Position: Q2 2026 in Review

Zions Bancorporation, National Association reduced its Invesco (IVZ) stake by 12% in Q2 2026, selling an estimated $3.76K and leaving 1,056 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Zions Bancorporation, National Association first reported a position in IVZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $122K in Q4 2025. 225 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Zions Bancorporation, National Association held 1,056 shares of Invesco worth $27.9K as of Q2 2026.
  • Zions Bancorporation, National Association sold 142 Invesco shares in Q2 2026, an estimated $3.76K.
  • Invesco made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #692 holding.
  • Zions Bancorporation, National Association first reported a position in Invesco in Q1 2025 and has held it in 6 quarters since.
  • Zions Bancorporation, National Association's Invesco position peaked at $122K in Q4 2025.
  • 225 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.