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Continuum Advisory’s Invesco IVZ Stock Holding History

Continuum Advisory’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
-526
Closed -$7.98K – 1005
2025
Q1 		$7.98K Sell
526
-99
-16% -$1.69K ﹤0.01% 1032
2024
Q4 		$10.9K Sell
625
-23
-4% -$410 ﹤0.01% 962
2024
Q3 		$11.5K Buy
648
+5
+0.8% +$82 ﹤0.01% 957
2024
Q2 		$9.62K Buy
643
+28
+5% +$431 ﹤0.01% 948
2024
Q1 		$9.35K Buy
+615
New +$9.93K ﹤0.01% 955

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

Continuum Advisory's IVZ Position: Q2 2025 in Review

Continuum Advisory sold out of Invesco (IVZ) in Q2 2025, closing a stake of 526 shares — an estimated $7.98K sold.

Continuum Advisory first reported a position in IVZ in Q1 2024 and held it in 5 quarters. The position peaked at $11.5K in Q3 2024. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • Continuum Advisory reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 526 Invesco shares in Q2 2025, an estimated $7.98K.
  • Continuum Advisory first reported a position in Invesco in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's Invesco position peaked at $11.5K in Q3 2024.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.