AWA
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Arkadios Wealth Advisors’s Invesco IVZ Stock Holding History

Arkadios Wealth Advisors’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
Q2 		– Sell
-19,456
Closed -$295K – 1342
2025
Q1 		$295K Buy
+19,456
New +$332K 0.01% 914
2021
Q4 		– Sell
-6,599
Closed -$159K – 1183
2021
Q3 		$159K Buy
6,599
+1,468
+29% +$36.7K 0.02% 566
2021
Q2 		$137K Buy
5,131
+4,789
+1,400% +$131K 0.02% 633
2021
Q1 		$8K Hold
342
– – ﹤0.01% 1248
2020
Q4 		$5K Sell
342
-2,984
-90% -$45.9K ﹤0.01% 1121
2020
Q3 		$46.7K Sell
3,326
-100
-3% -$1.06K 0.02% 430
2020
Q2 		$35.9K Buy
3,426
+3,226
+1,613% +$28.9K 0.02% 423
2020
Q1 		$1.82K Hold
200
– – ﹤0.01% 924
2019
Q4 		$3.6K Buy
+200
New +$3.41K ﹤0.01% 746

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Arkadios Wealth Advisors's IVZ Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of Invesco (IVZ) in Q2 2025, closing a stake of 19,456 shares — an estimated $295K sold.

Arkadios Wealth Advisors first reported a position in IVZ in Q4 2019 and held it in 9 quarters. The position peaked at $295K in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • Arkadios Wealth Advisors reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 19,456 Invesco shares in Q2 2025, an estimated $295K.
  • Arkadios Wealth Advisors first reported a position in Invesco in Q4 2019 and held it in 9 quarters.
  • Arkadios Wealth Advisors's Invesco position peaked at $295K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.