Econ Financial Services’s Invesco IVZ Stock Holding History

Econ Financial Services’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	-151,166	Closed	-$2.29M	–	92
2025 Q1	$2.29M	Buy	151,166 +29,632	+24%	+$506K	1.22%	20
2024 Q4	$2.12M	Buy	121,534 +69,217	+132%	+$1.23M	1.22%	26
2024 Q3	$919K	Buy	+52,317	New	+$859K	0.51%	48

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

Econ Financial Services's IVZ Position: Q2 2025 in Review

Econ Financial Services sold out of Invesco (IVZ) in Q2 2025, closing a stake of 151,166 shares — an estimated $2.29M sold.

Econ Financial Services first reported a position in IVZ in Q3 2024 and held it in 3 quarters. The position peaked at $2.29M in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Econ Financial Services reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Econ Financial Services sold 151,166 Invesco shares in Q2 2025, an estimated $2.29M.
Econ Financial Services first reported a position in Invesco in Q3 2024 and held it in 3 quarters.
Econ Financial Services's Invesco position peaked at $2.29M in Q1 2025.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Econ Financial Services's 13F filing for Q2 2025, filed 4 Aug 2025.