Cutter & Co Brokerage’s Invesco IVZ Stock Holding History

Cutter & Co Brokerage’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	-13,443	Closed	-$204K	–	82
2025 Q1	$204K	Buy	+13,443	New	+$229K	0.05%	169

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cutter & Co Brokerage's IVZ Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of Invesco (IVZ) in Q2 2025, closing a stake of 13,443 shares — an estimated $204K sold.

Cutter & Co Brokerage first reported a position in IVZ in Q1 2025 and held it in 1 quarter. The position peaked at $204K in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Cutter & Co Brokerage reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Cutter & Co Brokerage sold 13,443 Invesco shares in Q2 2025, an estimated $204K.
Cutter & Co Brokerage first reported a position in Invesco in Q1 2025 and held it in 1 quarter.
Cutter & Co Brokerage's Invesco position peaked at $204K in Q1 2025.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.