Burney Company’s Invesco IVZ Stock Holding History

Burney Company’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	–	Sell	-21,591	Closed	-$328K	–	591
2025 Q1	$328K	Buy	21,591 +7,139	+49%	+$122K	0.01%	482
2024 Q4	$253K	Buy	14,452 +3,513	+32%	+$62.6K	0.01%	537
2024 Q3	$192K	Sell	10,939 -3,237	-23%	-$53.2K	0.01%	589
2024 Q2	$212K	Buy	14,176 +3,150	+29%	+$48.4K	0.01%	568
2024 Q1	$183K	Buy	+11,026	New	+$178K	0.01%	586
2021 Q1	–	Sell	-13,950	Closed	-$243K	–	567
2020 Q4	$243K	Buy	+13,950	New	+$215K	0.01%	470

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Burney Company's IVZ Position: Q2 2025 in Review

Burney Company sold out of Invesco (IVZ) in Q2 2025, closing a stake of 21,591 shares — an estimated $328K sold.

Burney Company first reported a position in IVZ in Q4 2020 and held it in 6 quarters. The position peaked at $328K in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Burney Company reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Burney Company sold 21,591 Invesco shares in Q2 2025, an estimated $328K.
Burney Company first reported a position in Invesco in Q4 2020 and held it in 6 quarters.
Burney Company's Invesco position peaked at $328K in Q1 2025.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Burney Company's 13F filing for Q2 2025, filed 5 Aug 2025.