Cutter & CO Brokerage, Inc. IVZ — INVESCO LTD

Ownership history in Cutter & CO Brokerage, Inc.  ·  5 quarters on record

AI Ownership Summary

Cutter & CO Brokerage, Inc. reported INVESCO LTD (IVZ) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.05% in 2025 Q1. The latest visible filing shows IVZ at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IVZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cutter & CO Brokerage, Inc.'s position in INVESCO LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IVZ was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IVZ stock page Cutter & CO Brokerage, Inc. fund profile Cutter & CO Brokerage, Inc. full holdings
How Cutter & CO Brokerage, Inc. held IVZ — position size vs. price
% of Fund (quarterly)    IVZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 13,443 — 0% 0.05% $204K 2026-04-09 $23.39
2025 Q4 UNCHANGED — — — 13,443 — 0% 0.05% $204K 2026-01-07 $27.26
2025 Q3 UNCHANGED — — — 13,443 — 0% 0.05% $204K 2025-10-16 $22.25
2025 Q2 UNCHANGED — — — 13,443 — 0% 0.05% $204K 2025-08-12 $20.33
2025 Q1 INITIATED — — — 13,443 — — 0.05% $204K 2025-05-01 $13.27

🏢 Other funds also holding IVZ

As of 2026 Q1 — sorted by position size

MASSACHUSETTS MUTUAL LIFE INSURANCE CO 3Y 7Y 91.14% Endure Capital Management, LLC 7.7% Cambridge Financial Group, Inc. 3Y 7Y 2.94% Delta Global Management LP 2.23% Del-Sette Capital Management, LLC 3Y 2.13% TRIAN FUND MANAGEMENT, L.P. 3Y 7Y 1.87% Parrish Capital LLC 1.41% BASSWOOD CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 1.38% VISTA INVESTMENT PARTNERS II, LLC 1.3% Poehling Capital Management, INC. 3Y 7Y 1.29%

FAQ About Cutter & CO Brokerage, Inc. and IVZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cutter & CO Brokerage, Inc. reported owning IVZ?

Cutter & CO Brokerage, Inc. reported IVZ across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IVZ position in Cutter & CO Brokerage, Inc.'s portfolio?

The largest reported portfolio weight for IVZ was 0.05% in 2025 Q1.

What is the latest reported IVZ position on this page?

The most recent filing on this page is 2026 Q1, when Cutter & CO Brokerage, Inc. reported 13,443 shares, equal to 0.05% of portfolio, with an estimated market value of $204K.

What does the chart on this IVZ ownership page compare?

The chart compares Cutter & CO Brokerage, Inc.'s quarterly IVZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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