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B.O.S.S. Retirement Advisors’s Invesco IVZ Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-72,037
Closed -$1.26M – 247
2024
Q3 		$1.26M Buy
72,037
+2,416
+3% +$39.7K 0.25% 103
2024
Q2 		$1.04M Sell
69,621
-3,561
-5% -$54.8K 0.27% 102
2024
Q1 		$1.31M Sell
73,182
-8,772
-11% -$142K 0.5% 82
2023
Q4 		$1.46M Sell
81,954
-10,448
-11% -$151K 0.28% 125
2023
Q3 		$1.34M Sell
92,402
-7,798
-8% -$126K 0.29% 135
2023
Q2 		$1.68M Buy
100,200
+6,805
+7% +$110K 0.36% 104
2023
Q1 		$1.53M Sell
93,395
-7,060
-7% -$126K 0.36% 116
2022
Q4 		$1.81M Buy
+100,455
New +$1.72M 0.46% 87

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

B.O.S.S. Retirement Advisors's IVZ Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Invesco (IVZ) in Q4 2024, closing a stake of 72,037 shares — an estimated $1.26M sold.

B.O.S.S. Retirement Advisors first reported a position in IVZ in Q4 2022 and held it in 8 quarters. The position peaked at $1.81M in Q4 2022. 524 funds tracked by Wall St. Rank hold IVZ as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Invesco position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 72,037 Invesco shares in Q4 2024, an estimated $1.26M.
  • B.O.S.S. Retirement Advisors first reported a position in Invesco in Q4 2022 and held it in 8 quarters.
  • B.O.S.S. Retirement Advisors's Invesco position peaked at $1.81M in Q4 2022.
  • 524 funds tracked by Wall St. Rank held Invesco as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.