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Bridgefront Capital’s Invesco IVZ Stock Holding History

Bridgefront Capital’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
Q3 		– Sell
-53,031
Closed -$836K – 701
2025
Q2 		$836K Buy
53,031
+20,011
+61% +$287K 0.22% 141
2025
Q1 		$501K Buy
33,020
+14,737
+81% +$251K 0.14% 257
2024
Q4 		$320K Buy
+18,283
New +$326K 0.11% 340
2021
Q4 		– Sell
-8,849
Closed -$213K – 383
2021
Q3 		$213K Buy
+8,849
New +$221K 0.22% 233
2021
Q1 		– Sell
-22,250
Closed -$388K – 798
2020
Q4 		$388K Buy
+22,250
New +$342K 0.13% 283

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 $3.38T AUM 44.17% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bridgefront Capital's IVZ Position: Q3 2025 in Review

Bridgefront Capital sold out of Invesco (IVZ) in Q3 2025, closing a stake of 53,031 shares — an estimated $836K sold.

Bridgefront Capital first reported a position in IVZ in Q4 2020 and held it in 5 quarters. The position peaked at $836K in Q2 2025. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Bridgefront Capital reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Bridgefront Capital sold 53,031 Invesco shares in Q3 2025, an estimated $836K.
  • Bridgefront Capital first reported a position in Invesco in Q4 2020 and held it in 5 quarters.
  • Bridgefront Capital's Invesco position peaked at $836K in Q2 2025.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Bridgefront Capital's 13F filing for Q3 2025, filed 14 Nov 2025.