Avior Wealth Management’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,561
| Closed | -$27.3K | – | 1543 |
|
|
2024
Q4 | $27.3K | Buy |
1,561
+11
| +0.7% | +$196 | ﹤0.01% | 1341 |
|
|
2024
Q3 | $27.2K | Buy |
1,550
+1,285
| +485% | +$21.1K | ﹤0.01% | 1309 |
|
|
2024
Q2 | $3.96K | Buy |
265
+161
| +155% | +$2.48K | ﹤0.01% | 1791 |
|
|
2024
Q1 | $1.73K | Buy |
+104
| New | +$1.68K | ﹤0.01% | 2301 |
|
|
2023
Q2 | – | Sell |
-44
| Closed | -$721 | – | 1623 |
|
|
2023
Q1 | $721 | Hold |
44
| – | – | ﹤0.01% | 1488 |
|
|
2022
Q4 | $791 | Hold |
44
| – | – | ﹤0.01% | 1141 |
|
|
2022
Q3 | $0 | Hold |
44
| – | – | ﹤0.01% | 1221 |
|
|
2022
Q2 | $0 | Hold |
44
| – | – | ﹤0.01% | 1145 |
|
|
2022
Q1 | $1K | Hold |
44
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q4 | $1K | Hold |
44
| – | – | ﹤0.01% | 1027 |
|
|
2021
Q3 | $1K | Buy |
44
+10
| +29% | +$250 | ﹤0.01% | 1001 |
|
|
2021
Q2 | $0 | Hold |
34
| – | – | ﹤0.01% | 1089 |
|
|
2021
Q1 | $0 | Buy |
+34
| New | +$762 | ﹤0.01% | 1080 |
|
|
2019
Q3 | – | Sell |
-110
| Closed | -$2K | – | 819 |
|
|
2019
Q2 | $2K | Hold |
110
| – | – | ﹤0.01% | 727 |
|
|
2019
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 611 |
|
|
2018
Q4 | $1K | Hold |
110
| – | – | ﹤0.01% | 677 |
|
|
2018
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 665 |
|
|
2018
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 692 |
|
|
2018
Q1 | $4K | Hold |
110
| – | – | ﹤0.01% | 645 |
|
|
2017
Q4 | $4K | Hold |
110
| – | – | ﹤0.01% | 659 |
|
|
2017
Q3 | $4K | Hold |
110
| – | – | ﹤0.01% | 405 |
|
|
2017
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 376 |
|
|
2017
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 434 |
|
|
2016
Q4 | $3K | Hold |
110
| – | – | ﹤0.01% | 432 |
|
|
2016
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 411 |
|
|
2016
Q2 | $3K | Hold |
110
| – | – | ﹤0.01% | 400 |
|
|
2016
Q1 | $3K | Hold |
110
| – | – | ﹤0.01% | 418 |
|
|
2015
Q4 | $4K | Hold |
110
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 355 |
|
|
2015
Q2 | $4K | Hold |
110
| – | – | ﹤0.01% | 325 |
|
|
2015
Q1 | $4K | Buy |
+110
| New | +$4.3K | ﹤0.01% | 298 |
|
Other funds holding IVZ
MMLI
TFM
Avior Wealth Management's IVZ Position: Q1 2025 in Review
Avior Wealth Management sold out of Invesco (IVZ) in Q1 2025, closing a stake of 1,561 shares — an estimated $27.3K sold.
Avior Wealth Management first reported a position in IVZ in Q1 2015 and held it in 31 quarters. The position peaked at $27.3K in Q4 2024. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.
- Avior Wealth Management reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
- Avior Wealth Management sold 1,561 Invesco shares in Q1 2025, an estimated $27.3K.
- Avior Wealth Management first reported a position in Invesco in Q1 2015 and held it in 31 quarters.
- Avior Wealth Management's Invesco position peaked at $27.3K in Q4 2024.
- 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.
Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.