Kaufman Rossin Wealth’s Invesco IVZ Stock Holding History

Kaufman Rossin Wealth’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 Q2	–	Sell	-14,790	Closed	-$224K	–	171
2025 Q1	$224K	Buy	+14,790	New	+$252K	0.16%	125

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaufman Rossin Wealth's IVZ Position: Q2 2025 in Review

Kaufman Rossin Wealth sold out of Invesco (IVZ) in Q2 2025, closing a stake of 14,790 shares — an estimated $224K sold.

Kaufman Rossin Wealth first reported a position in IVZ in Q1 2025 and held it in 1 quarter. The position peaked at $224K in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Kaufman Rossin Wealth reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Kaufman Rossin Wealth sold 14,790 Invesco shares in Q2 2025, an estimated $224K.
Kaufman Rossin Wealth first reported a position in Invesco in Q1 2025 and held it in 1 quarter.
Kaufman Rossin Wealth's Invesco position peaked at $224K in Q1 2025.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Kaufman Rossin Wealth's 13F filing for Q2 2025, filed 11 Jul 2025.