FSA Wealth Management’s Invesco IVZ Stock Holding History

FSA 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 Q3	$2.57K	Hold	112	–	–	﹤0.01%	483
2025 Q2	$1.77K	Hold	112	–	–	﹤0.01%	479
2025 Q1	$1.7K	Hold	112	–	–	﹤0.01%	444
2024 Q4	$1.96K	Hold	112	–	–	﹤0.01%	489
2024 Q3	$1.97K	Buy	+112	New	+$1.84K	﹤0.01%	495
2024 Q1	$1.86K	Hold	112	–	–	﹤0.01%	550
2023 Q4	$2K	Buy	+112	New	+$1.62K	﹤0.01%	530

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

Millennium Management New York $240B AUM 35.51% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSA Wealth Management's IVZ Position: Q3 2025 in Review

FSA Wealth Management held its Invesco (IVZ) position steady in Q3 2025 at 112 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

FSA Wealth Management first reported a position in IVZ in Q4 2023 and has held it in 7 quarters since. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

FSA Wealth Management held 112 shares of Invesco worth $2.57K as of Q3 2025.
FSA Wealth Management left its Invesco share count unchanged in Q3 2025.
Invesco made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #483 holding.
FSA Wealth Management first reported a position in Invesco in Q4 2023 and has held it in 7 quarters since.
566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.