LI
IVZ icon

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
Q2 		– Sell
-20,725
Closed -$314K – 225
2025
Q1 		$314K Buy
20,725
+8,407
+68% +$143K 0.07% 168
2024
Q4 		$215K Buy
+12,318
New +$219K 0.14% 139

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

LifeWealth Investments's IVZ Position: Q2 2025 in Review

LifeWealth Investments sold out of Invesco (IVZ) in Q2 2025, closing a stake of 20,725 shares — an estimated $314K sold.

LifeWealth Investments first reported a position in IVZ in Q4 2024 and held it in 2 quarters. The position peaked at $314K in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • LifeWealth Investments reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • LifeWealth Investments sold 20,725 Invesco shares in Q2 2025, an estimated $314K.
  • LifeWealth Investments first reported a position in Invesco in Q4 2024 and held it in 2 quarters.
  • LifeWealth Investments's Invesco position peaked at $314K in Q1 2025.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on LifeWealth Investments's 13F filing for Q2 2025, filed 30 Jul 2025.