Michael J. Porro & Co. Financial Advisors, Inc.’s Invesco IVZ Stock Holding History

Michael J. Porro & Co. Financial Advisors, Inc.’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	$381K	Buy	+14,511	New	+$354K	0.32%	89

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

Michael J. Porro & Co. Financial Advisors, Inc.'s IVZ Position: Q4 2025 in Review

Michael J. Porro & Co. Financial Advisors, Inc. opened a new position in Invesco (IVZ) in Q4 2025: 14,511 shares worth $381K. The stake represents 0.32% of the portfolio and ranks #89 among its holdings.

631 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

Michael J. Porro & Co. Financial Advisors, Inc. held 14,511 shares of Invesco worth $381K as of Q4 2025.
Invesco was a new Michael J. Porro & Co. Financial Advisors, Inc. position in Q4 2025.
Invesco made up 0.32% of Michael J. Porro & Co. Financial Advisors, Inc.'s portfolio in Q4 2025, its #89 holding.
631 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Michael J. Porro & Co. Financial Advisors, Inc.'s 13F filing for Q4 2025, filed 8 Oct 2026.