Brighton Jones LLC’s Invesco IVZ Stock Holding History

Brighton Jones LLC’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 Q4	–	Sell	-41,802	Closed	-$959K	–	504
2025 Q3	$959K	Buy	41,802 +7,959	+24%	+$165K	0.02%	409
2025 Q2	$534K	Buy	+33,843	New	+$486K	0.01%	511

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brighton Jones LLC's IVZ Position: Q4 2025 in Review

Brighton Jones LLC sold out of Invesco (IVZ) in Q4 2025, closing a stake of 41,802 shares — an estimated $959K sold.

Brighton Jones LLC first reported a position in IVZ in Q2 2025 and held it in 2 quarters. The position peaked at $959K in Q3 2025. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

Brighton Jones LLC reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
Brighton Jones LLC sold 41,802 Invesco shares in Q4 2025, an estimated $959K.
Brighton Jones LLC first reported a position in Invesco in Q2 2025 and held it in 2 quarters.
Brighton Jones LLC's Invesco position peaked at $959K in Q3 2025.
627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.