First Horizon Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.49K | Buy |
474
+150
| +46% | +$2.15K | ﹤0.01% | 1756 |
|
|
2025
Q1 | $4.93K | Sell |
324
-12
| -4% | -$205 | ﹤0.01% | 1808 |
|
|
2024
Q4 | $5.88K | Buy |
336
+1
| +0.3% | +$18 | ﹤0.01% | 1768 |
|
|
2024
Q3 | $5.9K | Sell |
335
-20
| -6% | -$328 | ﹤0.01% | 1766 |
|
|
2024
Q2 | $5.32K | Sell |
355
-109
| -23% | -$1.68K | ﹤0.01% | 1744 |
|
|
2024
Q1 | $7.73K | Buy |
464
+69
| +17% | +$1.11K | ﹤0.01% | 1683 |
|
|
2023
Q4 | $7.05K | Sell |
395
-424
| -52% | -$6.12K | ﹤0.01% | 1703 |
|
|
2023
Q3 | $11.9K | Buy |
819
+1
| +0.1% | +$16 | ﹤0.01% | 1447 |
|
|
2023
Q2 | $13.8K | Sell |
818
-1,920
| -70% | -$30.9K | ﹤0.01% | 1421 |
|
|
2023
Q1 | $44.9K | Buy |
2,738
+1
| +0% | +$18 | ﹤0.01% | 918 |
|
|
2022
Q4 | $49.3K | Hold |
2,737
| – | – | ﹤0.01% | 862 |
|
|
2022
Q3 | $37K | Buy |
2,737
+53
| +2% | +$894 | ﹤0.01% | 955 |
|
|
2022
Q2 | $43K | Buy |
2,684
+1,947
| +264% | +$36.8K | ﹤0.01% | 990 |
|
|
2022
Q1 | $17K | Sell |
737
-2,136
| -74% | -$47.4K | ﹤0.01% | 933 |
|
|
2021
Q4 | $66K | Sell |
2,873
-417
| -13% | -$10.1K | ﹤0.01% | 820 |
|
|
2021
Q3 | $78K | Buy |
3,290
+1,723
| +110% | +$43.1K | ﹤0.01% | 747 |
|
|
2021
Q2 | $41K | Hold |
1,567
| – | – | ﹤0.01% | 856 |
|
|
2021
Q1 | $38K | Buy |
1,567
+1,509
| +2,602% | +$33.8K | ﹤0.01% | 844 |
|
|
2020
Q4 | $1K | Sell |
58
-348
| -86% | -$5.35K | ﹤0.01% | 1379 |
|
|
2020
Q3 | $4K | Buy |
406
+2
| +0.5% | +$21 | ﹤0.01% | 1206 |
|
|
2020
Q2 | $4K | Sell |
404
-1,963
| -83% | -$17.6K | ﹤0.01% | 1212 |
|
|
2020
Q1 | $21K | Sell |
2,367
-632
| -21% | -$9.61K | ﹤0.01% | 721 |
|
|
2019
Q4 | $53K | Buy |
2,999
+829
| +38% | +$14.1K | ﹤0.01% | 556 |
|
|
2019
Q3 | $36K | Hold |
2,170
| – | – | ﹤0.01% | 644 |
|
|
2019
Q2 | $44K | Buy |
2,170
+392
| +22% | +$8.14K | ﹤0.01% | 605 |
|
|
2019
Q1 | $34K | Sell |
1,778
-293
| -14% | -$5.48K | ﹤0.01% | 629 |
|
|
2018
Q4 | $34K | Hold |
2,071
| – | – | ﹤0.01% | 606 |
|
|
2018
Q3 | $47K | Sell |
2,071
-299
| -13% | -$7.47K | ﹤0.01% | 601 |
|
|
2018
Q2 | $63K | Buy |
2,370
+1,370
| +137% | +$39.4K | 0.01% | 532 |
|
|
2018
Q1 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 628 |
|
|
2017
Q4 | $37K | Buy |
+1,000
| New | +$36.2K | ﹤0.01% | 607 |
|
|
2017
Q1 | – | Sell |
-781
| Closed | -$24K | – | 1535 |
|
|
2016
Q4 | $24K | Sell |
781
-997
| -56% | -$30.7K | ﹤0.01% | 740 |
|
|
2016
Q3 | $53K | Sell |
1,778
-1,092
| -38% | -$32.1K | 0.01% | 510 |
|
|
2016
Q2 | $72K | Buy |
2,870
+898
| +46% | +$26.7K | 0.01% | 447 |
|
|
2016
Q1 | $59K | Sell |
1,972
-421
| -18% | -$12.1K | 0.01% | 502 |
|
|
2015
Q4 | $79K | Buy |
2,393
+858
| +56% | +$28.1K | 0.01% | 413 |
|
|
2015
Q3 | $47K | Buy |
1,535
+264
| +21% | +$9.39K | 0.01% | 540 |
|
|
2015
Q2 | $47K | Buy |
1,271
+26
| +2% | +$1.04K | 0.01% | 563 |
|
|
2015
Q1 | $49K | Buy |
1,245
+96
| +8% | +$3.75K | 0.01% | 558 |
|
|
2014
Q4 | $45K | Sell |
1,149
-92
| -7% | -$3.63K | 0.01% | 574 |
|
|
2014
Q3 | $48K | Buy |
1,241
+136
| +12% | +$5.35K | 0.01% | 536 |
|
|
2014
Q2 | $42K | Buy |
1,105
+130
| +13% | +$4.7K | 0.01% | 593 |
|
|
2014
Q1 | $35K | Buy |
975
+66
| +7% | +$2.29K | ﹤0.01% | 602 |
|
|
2013
Q4 | $32K | Buy |
909
+591
| +186% | +$20K | ﹤0.01% | 589 |
|
|
2013
Q3 | $10K | Buy |
+318
| New | +$10.2K | ﹤0.01% | 824 |
|
Other funds holding IVZ
MMLI
TFM
First Horizon Advisors's IVZ Position: Q2 2025 in Review
First Horizon Advisors increased its Invesco (IVZ) stake by 46% in Q2 2025, buying an estimated $2.15K and bringing the position to 474 shares worth $7.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1756.
First Horizon Advisors first reported a position in IVZ in Q3 2013 and has held it in 45 quarters since. The position peaked at $79K in Q4 2015. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.
- First Horizon Advisors held 474 shares of Invesco worth $7.49K as of Q2 2025.
- First Horizon Advisors bought 150 Invesco shares in Q2 2025, an estimated $2.15K.
- Invesco made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1756 holding.
- First Horizon Advisors first reported a position in Invesco in Q3 2013 and has held it in 45 quarters since.
- First Horizon Advisors's Invesco position peaked at $79K in Q4 2015.
- 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.
Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.