CIBC World Markets’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.22M | Buy |
+46,472
| New | +$1.14M | 0.01% | 692 |
|
|
2025
Q2 | $594K | Buy |
37,679
+4,026
| +12% | +$57.8K | ﹤0.01% | 808 |
|
|
2025
Q1 | $511K | Sell |
33,653
-16,907
| -33% | -$289K | ﹤0.01% | 1001 |
|
|
2024
Q4 | $884K | Sell |
50,560
-10,381
| -17% | -$185K | 0.01% | 626 |
|
|
2024
Q3 | $1.07M | Sell |
60,941
-1,059
| -2% | -$17.4K | 0.01% | 608 |
|
|
2024
Q2 | $928K | Sell |
62,000
-33,581
| -35% | -$516K | 0.01% | 598 |
|
|
2024
Q1 | $1.59M | Buy |
95,581
+3,840
| +4% | +$62K | 0.01% | 565 |
|
|
2023
Q4 | $1.64M | Buy |
91,741
+19,690
| +27% | +$284K | 0.01% | 550 |
|
|
2023
Q3 | $1.05M | Sell |
72,051
-21,385
| -23% | -$344K | 0.01% | 469 |
|
|
2023
Q2 | $1.57M | Buy |
93,436
+33,692
| +56% | +$542K | 0.01% | 494 |
|
|
2023
Q1 | $980K | Sell |
59,744
-90,548
| -60% | -$1.62M | 0.02% | 482 |
|
|
2022
Q4 | $2.7M | Buy |
150,292
+75,170
| +100% | +$1.29M | 0.02% | 426 |
|
|
2022
Q3 | $1.03M | Sell |
75,122
-700
| -0.9% | -$11.8K | 0.01% | 365 |
|
|
2022
Q2 | $1.22M | Sell |
75,822
-4,255
| -5% | -$80.5K | 0.01% | 499 |
|
|
2022
Q1 | $1.85M | Buy |
80,077
+6,533
| +9% | +$145K | 0.01% | 416 |
|
|
2021
Q4 | $1.69M | Sell |
73,544
-16,654
| -18% | -$405K | 0.01% | 413 |
|
|
2021
Q3 | $2.17M | Sell |
90,198
-6,188
| -6% | -$155K | 0.01% | 411 |
|
|
2021
Q2 | $2.58M | Sell |
96,386
-11,530
| -11% | -$314K | 0.02% | 385 |
|
|
2021
Q1 | $2.72M | Sell |
107,916
-43,455
| -29% | -$974K | 0.02% | 398 |
|
|
2020
Q4 | $2.64M | Buy |
151,371
+19,118
| +14% | +$294K | 0.01% | 511 |
|
|
2020
Q3 | $1.51M | Buy |
132,253
+12,942
| +11% | +$137K | 0.01% | 472 |
|
|
2020
Q2 | $1.28M | Buy |
119,311
+16,149
| +16% | +$145K | 0.01% | 467 |
|
|
2020
Q1 | $937K | Buy |
103,162
+59,149
| +134% | +$899K | 0.01% | 457 |
|
|
2019
Q4 | $791K | Buy |
44,013
+139
| +0.3% | +$2.37K | 0.01% | 726 |
|
|
2019
Q3 | $743K | Sell |
43,874
-25,740
| -37% | -$454K | 0.01% | 634 |
|
|
2019
Q2 | $1.42M | Buy |
69,614
+17,033
| +32% | +$354K | 0.01% | 614 |
|
|
2019
Q1 | $1.01M | Sell |
52,581
-4,848
| -8% | -$90.6K | 0.01% | 589 |
|
|
2018
Q4 | $961K | Buy |
57,429
+3,284
| +6% | +$65.7K | 0.01% | 556 |
|
|
2018
Q3 | $1.24M | Sell |
54,145
-3,878
| -7% | -$96.9K | 0.01% | 591 |
|
|
2018
Q2 | $1.54M | Buy |
58,023
+5,244
| +10% | +$151K | 0.01% | 616 |
|
|
2018
Q1 | $1.69M | Sell |
52,779
-29,557
| -36% | -$1.02M | 0.02% | 535 |
|
|
2017
Q4 | $3.01M | Buy |
82,336
+23,067
| +39% | +$835K | 0.02% | 452 |
|
|
2017
Q3 | $2.08M | Buy |
59,269
+1,771
| +3% | +$60.5K | 0.02% | 441 |
|
|
2017
Q2 | $2.02M | Buy |
57,498
+15,333
| +36% | +$500K | 0.02% | 456 |
|
|
2017
Q1 | $1.29M | Buy |
42,165
+14,105
| +50% | +$441K | 0.01% | 465 |
|
|
2016
Q4 | $851K | Buy |
+28,060
| New | +$863K | 0.01% | 444 |
|
Other funds holding IVZ
MMLI
CIBC World Markets's IVZ Position: Q4 2025 in Review
CIBC World Markets opened a new position in Invesco (IVZ) in Q4 2025: 46,472 shares worth $1.22M. The stake represents 0.01% of the portfolio and ranks #692 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in IVZ as recently as Q2 2025.
CIBC World Markets first reported a position in IVZ in Q4 2016 and has held it in 36 quarters since. The position peaked at $3.01M in Q4 2017. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.
- CIBC World Markets held 46,472 shares of Invesco worth $1.22M as of Q4 2025.
- Invesco was a new CIBC World Markets position in Q4 2025.
- Invesco made up 0.01% of CIBC World Markets's portfolio in Q4 2025, its #692 holding.
- CIBC World Markets first reported a position in Invesco in Q4 2016 and has held it in 36 quarters since.
- CIBC World Markets's Invesco position peaked at $3.01M in Q4 2017.
- 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.
Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.