Ken Griffin’s Invesco Real Assets ESG ETF IVRA Stock Holding History

Ken Griffin’s Portfolio IVRA Stock Details IVRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-21,501	Closed	-$361K	–	13370
2025 Q3	$361K	Buy	21,501 +8,354	+64%	+$137K	﹤0.01%	9921
2025 Q2	$214K	Sell	13,147 -48,271	-79%	-$768K	﹤0.01%	10527
2025 Q1	$997K	Buy	+61,418	New	+$978K	﹤0.01%	6967
2024 Q3	–	Sell	-15,409	Closed	-$220K	–	14735
2024 Q2	$220K	Buy	15,409 +1,339	+10%	+$18.6K	﹤0.01%	9731
2024 Q1	$199K	Sell	14,070 -7,323	-34%	-$100K	﹤0.01%	10320
2023 Q4	$303K	Buy	21,393 +1,028	+5%	+$13.3K	﹤0.01%	9135
2023 Q3	$253K	Sell	20,365 -33,788	-62%	-$450K	﹤0.01%	9484
2023 Q2	$729K	Buy	54,153 +3,425	+7%	+$45.4K	﹤0.01%	7109
2023 Q1	$688K	Sell	50,728 -6,733	-12%	-$92.9K	﹤0.01%	7613
2022 Q4	$766K	Buy	57,461 +2,355	+4%	+$31.1K	﹤0.01%	7352
2022 Q3	$684K	Sell	55,106 -4,754	-8%	-$66.6K	﹤0.01%	7783
2022 Q2	$811K	Buy	59,860 +46,158	+337%	+$686K	﹤0.01%	7510
2022 Q1	$217K	Buy	+13,702	New	+$204K	﹤0.01%	11328
2021 Q4	–	Sell	-13,815	Closed	-$196K	–	14288
2021 Q3	$196K	Buy	+13,815	New	+$197K	﹤0.01%	12011

Other funds holding IVRA

SFS

Sunrise Financial Services Burien, Washington $168M AUM

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Ken Griffin's IVRA Position: Q4 2025 in Review

Ken Griffin sold out of Invesco Real Assets ESG ETF (IVRA) in Q4 2025, closing a stake of 21,501 shares — an estimated $361K sold.

Ken Griffin first reported a position in IVRA in Q3 2021 and held it in 14 quarters. The position peaked at $997K in Q1 2025. 5 funds tracked by Wall St. Rank hold IVRA as of Q4 2025.

Ken Griffin reported no remaining Invesco Real Assets ESG ETF position as of Q4 2025 after selling out during the quarter.
Ken Griffin sold 21,501 Invesco Real Assets ESG ETF shares in Q4 2025, an estimated $361K.
Ken Griffin first reported a position in Invesco Real Assets ESG ETF in Q3 2021 and held it in 14 quarters.
Ken Griffin's Invesco Real Assets ESG ETF position peaked at $997K in Q1 2025.
5 funds tracked by Wall St. Rank held Invesco Real Assets ESG ETF as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.