Avantax Advisory Services’s Invesco IVZ Stock Holding History

Avantax 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 Q2	$176K	Sell	11,133 -278	-2%	-$3.99K	﹤0.01%	2229
2025 Q1	$173K	Buy	11,411 +278	+2%	+$4.74K	﹤0.01%	2121
2024 Q4	$195K	Buy	11,133 +710	+7%	+$12.6K	﹤0.01%	2060
2024 Q3	$183K	Buy	+10,423	New	+$171K	﹤0.01%	2013
2020 Q4	–	Sell	-32,364	Closed	-$370K	–	1143
2020 Q3	$370K	Buy	+32,364	New	+$343K	0.01%	928

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

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avantax Advisory Services's IVZ Position: Q2 2025 in Review

Avantax Advisory Services reduced its Invesco (IVZ) stake by 2.4% in Q2 2025, selling an estimated $3.99K and leaving 11,133 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #2229.

Avantax Advisory Services first reported a position in IVZ in Q3 2020 and has held it in 5 quarters since. The position peaked at $370K in Q3 2020. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Avantax Advisory Services held 11,133 shares of Invesco worth $176K as of Q2 2025.
Avantax Advisory Services sold 278 Invesco shares in Q2 2025, an estimated $3.99K.
Invesco made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2229 holding.
Avantax Advisory Services first reported a position in Invesco in Q3 2020 and has held it in 5 quarters since.
Avantax Advisory Services's Invesco position peaked at $370K in Q3 2020.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.