AAS
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Ameritas Advisory Services’s Invesco IVZ Stock Holding History

Ameritas Advisory Services’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
-55
Closed -$1.26K – 1546
2025
Q3 		$1.26K Sell
55
-260
-83% -$5.4K ﹤0.01% 2029
2025
Q2 		$4.97K Buy
+315
New +$4.52K ﹤0.01% 2239
2023
Q2 		– Sell
-407
Closed -$6.8K – 1564
2023
Q1 		$6.8K Buy
+407
New +$7.26K ﹤0.01% 2046

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's IVZ Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Invesco (IVZ) in Q4 2025, closing a stake of 55 shares — an estimated $1.26K sold.

Ameritas Advisory Services first reported a position in IVZ in Q1 2023 and held it in 3 quarters. The position peaked at $6.8K in Q1 2023. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 55 Invesco shares in Q4 2025, an estimated $1.26K.
  • Ameritas Advisory Services first reported a position in Invesco in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Invesco position peaked at $6.8K in Q1 2023.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.