GRP
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Global Retirement Partners’s Invesco IVZ Stock Holding History

Global Retirement Partners’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
Q4 		$164K Buy
6,225
+6,064
+3,766% +$148K ﹤0.01% 1590
2025
Q3 		$3.69K Buy
161
+35
+28% +$727 ﹤0.01% 3085
2025
Q2 		$1.99K Buy
+126
New +$1.81K ﹤0.01% 3244
2024
Q4 		$3.5K Sell
200
-51
-20% -$908 ﹤0.01% 2855
2024
Q3 		$4.41K Buy
251
+32
+15% +$525 ﹤0.01% 2617
2024
Q2 		$3.28K Buy
219
+9
+4% +$138 ﹤0.01% 2790
2024
Q1 		$3.48K Sell
210
-284
-57% -$4.58K ﹤0.01% 2541
2023
Q4 		$8.36K Buy
494
+162
+49% +$2.34K ﹤0.01% 2135
2023
Q3 		$4.54K Sell
332
-33
-9% -$531 ﹤0.01% 2227
2023
Q2 		$6.14K Sell
365
-76
-17% -$1.22K ﹤0.01% 2129
2023
Q1 		$7.26K Buy
441
+74
+20% +$1.32K ﹤0.01% 2038
2022
Q4 		$6.6K Sell
367
-7
-2% -$120 ﹤0.01% 1927
2022
Q3 		$6K Sell
374
-1,010
-73% -$17K ﹤0.01% 1866
2022
Q2 		$22K Sell
1,384
-19
-1% -$359 ﹤0.01% 1317
2022
Q1 		$26K Buy
+1,403
New +$31.1K ﹤0.01% 1250
2021
Q4 		– Sell
-1,325
Closed -$32K – 1029
2021
Q3 		$32K Sell
1,325
-210
-14% -$5.25K ﹤0.01% 1019
2021
Q2 		$41K Buy
1,535
+210
+16% +$5.72K ﹤0.01% 933
2021
Q1 		$33K Sell
1,325
-950
-42% -$21.3K ﹤0.01% 940
2020
Q4 		$40K Hold
2,275
– – 0.01% 808
2020
Q3 		$26K Hold
2,275
– – ﹤0.01% 841
2020
Q2 		$24K Buy
2,275
+919
+68% +$8.24K ﹤0.01% 848
2020
Q1 		$12K Sell
1,356
-429
-24% -$6.52K ﹤0.01% 980
2019
Q4 		$32K Buy
1,785
+175
+11% +$2.98K ﹤0.01% 775
2019
Q3 		$27K Sell
1,610
-763
-32% -$13.5K ﹤0.01% 794
2019
Q2 		$49K Buy
2,373
+266
+13% +$5.52K 0.01% 615
2019
Q1 		$41K Sell
2,107
-306
-13% -$5.72K 0.01% 599
2018
Q4 		$40K Sell
2,413
-394
-14% -$7.88K 0.01% 557
2018
Q3 		$64K Sell
2,807
-3
-0.1% -$75 0.01% 507
2018
Q2 		$75K Buy
2,810
+12
+0.4% +$345 0.02% 443
2018
Q1 		$90K Hold
2,798
– – 0.02% 395
2017
Q4 		$102K Buy
2,798
+1
+0% +$36 0.03% 360
2017
Q3 		$97K Buy
2,797
+1
+0% +$34 0.04% 326
2017
Q2 		$97K Sell
2,796
-26
-0.9% -$848 0.05% 307
2017
Q1 		$86K Buy
2,822
+217
+8% +$6.78K 0.05% 302
2016
Q4 		$83K Buy
+2,605
New +$80.1K 0.06% 271

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Retirement Partners's IVZ Position: Q4 2025 in Review

Global Retirement Partners increased its Invesco (IVZ) stake by 3,766% in Q4 2025, buying an estimated $148K and bringing the position to 6,225 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Global Retirement Partners first reported a position in IVZ in Q4 2016 and has held it in 35 quarters since. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Global Retirement Partners held 6,225 shares of Invesco worth $164K as of Q4 2025.
  • Global Retirement Partners bought 6,064 Invesco shares in Q4 2025, an estimated $148K.
  • Invesco made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1590 holding.
  • Global Retirement Partners first reported a position in Invesco in Q4 2016 and has held it in 35 quarters since.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.