Fedenia Advisers’s Invesco IVZ Stock Holding History

Fedenia Advisers’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
2026 Q1	–	Sell	-97,690	Closed	-$2.57M	–	130
2025 Q4	$2.57M	Buy	+97,690	New	+$2.39M	0.98%	28

Other funds holding IVZ

MMLI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fedenia Advisers's IVZ Position: Q1 2026 in Review

Fedenia Advisers sold out of Invesco (IVZ) in Q1 2026, closing a stake of 97,690 shares — an estimated $2.57M sold.

Fedenia Advisers first reported a position in IVZ in Q4 2025 and held it in 1 quarter. The position peaked at $2.57M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Fedenia Advisers reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
Fedenia Advisers sold 97,690 Invesco shares in Q1 2026, an estimated $2.57M.
Fedenia Advisers first reported a position in Invesco in Q4 2025 and held it in 1 quarter.
Fedenia Advisers's Invesco position peaked at $2.57M in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Fedenia Advisers's 13F filing for Q1 2026, filed 7 May 2026.