KWM
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Kiker Wealth Management’s Invesco IVZ Stock Holding History

Kiker Wealth Management’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
-78,693
Closed -$1.19M – 716
2025
Q1 		$1.19M Sell
78,693
-1,944
-2% -$33.2K 0.81% 31
2024
Q4 		$1.41M Buy
+80,637
New +$1.44M 1.14% 22

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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiker Wealth Management's IVZ Position: Q2 2025 in Review

Kiker Wealth Management sold out of Invesco (IVZ) in Q2 2025, closing a stake of 78,693 shares — an estimated $1.19M sold.

Kiker Wealth Management first reported a position in IVZ in Q4 2024 and held it in 2 quarters. The position peaked at $1.41M in Q4 2024. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • Kiker Wealth Management reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 78,693 Invesco shares in Q2 2025, an estimated $1.19M.
  • Kiker Wealth Management first reported a position in Invesco in Q4 2024 and held it in 2 quarters.
  • Kiker Wealth Management's Invesco position peaked at $1.41M in Q4 2024.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Kiker Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.