Garde Capital’s Invesco IVZ Stock Holding History

Garde Capital’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	–	Sell	-20	Closed	-$316	–	526
2025 Q2	$316	Hold	20	–	–	﹤0.01%	756
2025 Q1	$304	Buy	+20	New	+$341	﹤0.01%	746

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Garde Capital's IVZ Position: Q3 2025 in Review

Garde Capital sold out of Invesco (IVZ) in Q3 2025, closing a stake of 20 shares — an estimated $316 sold.

Garde Capital first reported a position in IVZ in Q1 2025 and held it in 2 quarters. The position peaked at $316 in Q2 2025. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

Garde Capital reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 20 Invesco shares in Q3 2025, an estimated $316.
Garde Capital first reported a position in Invesco in Q1 2025 and held it in 2 quarters.
Garde Capital's Invesco position peaked at $316 in Q2 2025.
566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.