AFWM
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Abich Financial Wealth Management’s Invesco IVZ Stock Holding History

Abich Financial Wealth Management’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
2025
Q3 		$236K Buy
+10,296
New +$214K 0.08% 109
2024
Q2 		– Sell
-3,631
Closed -$60.2K – 845
2024
Q1 		$60.2K Buy
3,631
+1,210
+50% +$19.5K 0.05% 123
2023
Q4 		$43.2K Buy
+2,421
New +$34.9K 0.04% 119

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Abich Financial Wealth Management's IVZ Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Invesco (IVZ) in Q3 2025: 10,296 shares worth $236K. The stake represents 0.08% of the portfolio and ranks #109 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in IVZ as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in IVZ in Q4 2023 and has held it in 3 quarters since. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Abich Financial Wealth Management held 10,296 shares of Invesco worth $236K as of Q3 2025.
  • Invesco was a new Abich Financial Wealth Management position in Q3 2025.
  • Invesco made up 0.08% of Abich Financial Wealth Management's portfolio in Q3 2025, its #109 holding.
  • Abich Financial Wealth Management first reported a position in Invesco in Q4 2023 and has held it in 3 quarters since.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.