Advisors Preferred’s Invesco IVZ Stock Holding History

Advisors Preferred’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 Q4	–	Sell	-40,306	Closed	-$931K	–	271
2025 Q3	$931K	Buy	+40,306	New	+$837K	0.14%	118
2021 Q2	–	Sell	-40,535	Closed	-$1.04M	–	207
2021 Q1	$1.04M	Sell	40,535 -28,866	-42%	-$647K	0.15%	50
2020 Q4	$1.18M	Buy	+69,401	New	+$1.07M	0.22%	56
2016 Q2	–	Sell	-83	Closed	-$3K	–	257
2016 Q1	$3K	Sell	83 -275	-77%	-$7.93K	﹤0.01%	200
2015 Q4	$12K	Buy	+358	New	+$11.7K	0.01%	175

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisors Preferred's IVZ Position: Q4 2025 in Review

Advisors Preferred sold out of Invesco (IVZ) in Q4 2025, closing a stake of 40,306 shares — an estimated $931K sold.

Advisors Preferred first reported a position in IVZ in Q4 2015 and held it in 5 quarters. The position peaked at $1.18M in Q4 2020. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

Advisors Preferred reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
Advisors Preferred sold 40,306 Invesco shares in Q4 2025, an estimated $931K.
Advisors Preferred first reported a position in Invesco in Q4 2015 and held it in 5 quarters.
Advisors Preferred's Invesco position peaked at $1.18M in Q4 2020.
627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Advisors Preferred's 13F filing for Q4 2025, filed 2 Feb 2026.