Invesco
MKTW icon

Invesco’s MarketWise MKTW Stock Holding History

Invesco’s Portfolio MKTW Stock Details MKTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-705
Closed -$6.96K – 3826
2025
Q1 		$6.96K Buy
705
+26
+4% +$311 ﹤0.01% 3760
2024
Q4 		$7.71K Buy
679
+20
+3% +$223 ﹤0.01% 3754
2024
Q3 		$8.81K Sell
659
-4,667
-88% -$85.6K ﹤0.01% 3747
2024
Q2 		$124K Buy
5,326
+3,189
+149% +$93.9K ﹤0.01% 3722
2024
Q1 		$73.9K Sell
2,137
-275
-11% -$11.7K ﹤0.01% 3770
2023
Q4 		$132K Buy
2,412
+1,797
+292% +$87.9K ﹤0.01% 3646
2023
Q3 		$19.7K Buy
615
+105
+21% +$3.56K ﹤0.01% 3858
2023
Q2 		$20.4K Sell
510
-104
-17% -$4.08K ﹤0.01% 3856
2023
Q1 		$22.7K Sell
614
-1,613
-72% -$64.8K ﹤0.01% 3810
2022
Q4 		$74.8K Buy
2,227
+1,599
+255% +$69.5K ﹤0.01% 3865
2022
Q3 		$28K Hold
628
– – ﹤0.01% 3956
2022
Q2 		$45K Buy
+628
New +$43.6K ﹤0.01% 3979

Other funds holding MKTW

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Phraction Management Colchester, Connecticut $596M AUM 36.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Invesco's MKTW Position: Q2 2025 in Review

Invesco sold out of MarketWise (MKTW) in Q2 2025, closing a stake of 705 shares — an estimated $6.96K sold.

Invesco first reported a position in MKTW in Q2 2022 and held it in 12 quarters. The position peaked at $132K in Q4 2023. 43 funds tracked by Wall St. Rank hold MKTW as of Q2 2025.

  • Invesco reported no remaining MarketWise position as of Q2 2025 after selling out during the quarter.
  • Invesco sold 705 MarketWise shares in Q2 2025, an estimated $6.96K.
  • Invesco first reported a position in MarketWise in Q2 2022 and held it in 12 quarters.
  • Invesco's MarketWise position peaked at $132K in Q4 2023.
  • 43 funds tracked by Wall St. Rank held MarketWise as of Q2 2025.

Based on Invesco's 13F filing for Q2 2025, filed 13 Aug 2025.