Jain Global’s Invesco IVZ Stock Holding History

Jain Global’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	-348,340	Closed	-$5.49M	–	1265
2025 Q2	$5.49M	Buy	+348,340	New	+$5M	0.04%	319
2025 Q1	–	Sell	-194,788	Closed	-$3.4M	–	1202
2024 Q4	$3.4M	Buy	+194,788	New	+$3.47M	0.1%	173

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

Jain Global's IVZ Position: Q3 2025 in Review

Jain Global sold out of Invesco (IVZ) in Q3 2025, closing a stake of 348,340 shares — an estimated $5.49M sold.

Jain Global first reported a position in IVZ in Q4 2024 and held it in 2 quarters. The position peaked at $5.49M in Q2 2025. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

Jain Global reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
Jain Global sold 348,340 Invesco shares in Q3 2025, an estimated $5.49M.
Jain Global first reported a position in Invesco in Q4 2024 and held it in 2 quarters.
Jain Global's Invesco position peaked at $5.49M in Q2 2025.
566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.