AE Wealth Management’s Invesco Real Assets ESG ETF IVRA Stock Holding History

AE Wealth Management’s Portfolio IVRA Stock Details IVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-908	Closed	-$14K	–	2220
2024 Q4	$14K	Buy	+908	New	+$14.7K	﹤0.01%	1792

Other funds holding IVRA

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

1WM

1858 Wealth Management Akron, Ohio $142M AUM 30.74% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AE Wealth Management's IVRA Position: Q1 2025 in Review

AE Wealth Management sold out of Invesco Real Assets ESG ETF (IVRA) in Q1 2025, closing a stake of 908 shares — an estimated $14K sold.

AE Wealth Management first reported a position in IVRA in Q4 2024 and held it in 1 quarter. The position peaked at $14K in Q4 2024. 5 funds tracked by Wall St. Rank hold IVRA as of Q1 2025.

AE Wealth Management reported no remaining Invesco Real Assets ESG ETF position as of Q1 2025 after selling out during the quarter.
AE Wealth Management sold 908 Invesco Real Assets ESG ETF shares in Q1 2025, an estimated $14K.
AE Wealth Management first reported a position in Invesco Real Assets ESG ETF in Q4 2024 and held it in 1 quarter.
AE Wealth Management's Invesco Real Assets ESG ETF position peaked at $14K in Q4 2024.
5 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q1 2025.

Based on AE Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.