Cloud Capital Management’s Invesco IVZ Stock Holding History

Cloud Capital 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 Q4	–	Sell	-79	Closed	-$1K	–	801
2025 Q3	$1K	Buy	+79	New	+$1.64K	﹤0.01%	853

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cloud Capital Management's IVZ Position: Q4 2025 in Review

Cloud Capital Management sold out of Invesco (IVZ) in Q4 2025, closing a stake of 79 shares — an estimated $1K sold.

Cloud Capital Management first reported a position in IVZ in Q3 2025 and held it in 1 quarter. The position peaked at $1K in Q3 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

Cloud Capital Management reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 79 Invesco shares in Q4 2025, an estimated $1K.
Cloud Capital Management first reported a position in Invesco in Q3 2025 and held it in 1 quarter.
Cloud Capital Management's Invesco position peaked at $1K in Q3 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.