EWM
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EPG Wealth Management’s Invesco IVZ Stock Holding History

EPG Wealth Management’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
-18,127
Closed -$275K – 382
2025
Q1 		$275K Buy
18,127
+422
+2% +$7.2K 0.08% 200
2024
Q4 		$309K Sell
17,705
-346
-2% -$6.16K 0.08% 193
2024
Q3 		$317K Buy
+18,051
New +$296K 0.08% 199
2024
Q2 		– Sell
-18,528
Closed -$285K – 218
2024
Q1 		$307K Buy
18,528
+884
+5% +$14.3K 0.08% 216
2023
Q4 		$269K Buy
17,644
+660
+4% +$9.52K 0.07% 212
2023
Q3 		$247K Buy
16,984
+1,662
+11% +$26.8K 0.07% 213
2023
Q2 		$258K Buy
15,322
+1,611
+12% +$25.9K 0.08% 207
2023
Q1 		$225K Buy
+13,711
New +$245K 0.07% 218
2022
Q4 		– Sell
-12,920
Closed -$177K – 388
2022
Q3 		$177K Buy
+12,920
New +$218K 0.07% 208

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EPG Wealth Management's IVZ Position: Q2 2025 in Review

EPG Wealth Management sold out of Invesco (IVZ) in Q2 2025, closing a stake of 18,127 shares — an estimated $275K sold.

EPG Wealth Management first reported a position in IVZ in Q3 2022 and held it in 9 quarters. The position peaked at $317K in Q3 2024. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • EPG Wealth Management reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 18,127 Invesco shares in Q2 2025, an estimated $275K.
  • EPG Wealth Management first reported a position in Invesco in Q3 2022 and held it in 9 quarters.
  • EPG Wealth Management's Invesco position peaked at $317K in Q3 2024.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.