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Coppell Advisory Solutions’s Invesco IVZ Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-43
Closed -$752 – 1100
2024
Q4 		$752 Sell
43
-43
-50% -$766 ﹤0.01% 1704
2024
Q3 		$1.52K Buy
86
+43
+100% +$706 ﹤0.01% 1500
2024
Q2 		$643 Buy
+43
New +$661 ﹤0.01% 1562
2023
Q4 		$2.53K Buy
142
+97
+216% +$1.4K ﹤0.01% 1247
2023
Q3 		$810 Buy
45
+10
+29% +$161 ﹤0.01% 956
2023
Q2 		$586 Buy
+35
New +$563 ﹤0.01% 1217
2023
Q1 		– Sell
-45
Closed -$810 – 655
2022
Q4 		$810 Buy
+45
New +$770 ﹤0.01% 958

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Coppell Advisory Solutions's IVZ Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Invesco (IVZ) in Q1 2025, closing a stake of 43 shares — an estimated $752 sold.

Coppell Advisory Solutions first reported a position in IVZ in Q4 2022 and held it in 7 quarters. The position peaked at $2.53K in Q4 2023. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 43 Invesco shares in Q1 2025, an estimated $752.
  • Coppell Advisory Solutions first reported a position in Invesco in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Invesco position peaked at $2.53K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.