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Crewe Advisors’s Invesco IVZ Stock Holding History

Crewe Advisors’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
Q3 		– Sell
-31
Closed -$489 – 1012
2025
Q2 		$489 Buy
31
+15
+94% +$215 ﹤0.01% 647
2025
Q1 		$243 Hold
16
– – ﹤0.01% 687
2024
Q4 		$280 Buy
+16
New +$285 ﹤0.01% 618
2024
Q1 		– Sell
-85
Closed -$1.52K – 974
2023
Q4 		$1.52K Buy
+85
New +$1.23K ﹤0.01% 304
2022
Q4 		– Sell
-4
Closed – – 1151
2022
Q3 		$0 Buy
+4
New +$67 ﹤0.01% 1264
2020
Q4 		– Sell
-2,553
Closed -$29K – 555
2020
Q3 		$29K Buy
+2,553
New +$27.1K 0.01% 160

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
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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's IVZ Position: Q3 2025 in Review

Crewe Advisors sold out of Invesco (IVZ) in Q3 2025, closing a stake of 31 shares — an estimated $489 sold.

Crewe Advisors first reported a position in IVZ in Q3 2020 and held it in 6 quarters. The position peaked at $29K in Q3 2020. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Crewe Advisors reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Crewe Advisors sold 31 Invesco shares in Q3 2025, an estimated $489.
  • Crewe Advisors first reported a position in Invesco in Q3 2020 and held it in 6 quarters.
  • Crewe Advisors's Invesco position peaked at $29K in Q3 2020.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Crewe Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.