CAWM
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Capital A Wealth Management’s Invesco IVZ Stock Holding History

Capital A Wealth Management’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 		$29.7K Buy
1,667
+1,633
+4,803% +$23.5K 0.33% 103
2025
Q1 		$516 Buy
34
+15
+79% +$256 ﹤0.01% 624
2024
Q4 		$332 Buy
+19
New +$338 ﹤0.01% 696

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital A Wealth Management's IVZ Position: Q2 2025 in Review

Capital A Wealth Management increased its Invesco (IVZ) stake by 4,803% in Q2 2025, buying an estimated $23.5K and bringing the position to 1,667 shares worth $29.7K. The position accounts for 0.33% of the portfolio, ranked #103.

Capital A Wealth Management first reported a position in IVZ in Q4 2024 and has held it in 3 quarters since. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • Capital A Wealth Management held 1,667 shares of Invesco worth $29.7K as of Q2 2025.
  • Capital A Wealth Management bought 1,633 Invesco shares in Q2 2025, an estimated $23.5K.
  • Invesco made up 0.33% of Capital A Wealth Management's portfolio in Q2 2025, its #103 holding.
  • Capital A Wealth Management first reported a position in Invesco in Q4 2024 and has held it in 3 quarters since.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.