LifeWealth Investments’s Invesco IVZ Stock Holding History

LifeWealth Investments’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 Q1	–	Sell	-12,318	Closed	-$215K	–	148
2024 Q4	$215K	Buy	+12,318	New	+$219K	0.14%	139

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LifeWealth Investments's IVZ Position: Q1 2025 in Review

LifeWealth Investments sold out of Invesco (IVZ) in Q1 2025, closing a stake of 12,318 shares — an estimated $215K sold.

LifeWealth Investments first reported a position in IVZ in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

LifeWealth Investments reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
LifeWealth Investments sold 12,318 Invesco shares in Q1 2025, an estimated $215K.
LifeWealth Investments first reported a position in Invesco in Q4 2024 and held it in 1 quarter.
LifeWealth Investments's Invesco position peaked at $215K in Q4 2024.
517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on LifeWealth Investments's 13F filing for Q1 2025, filed 21 Apr 2025.