LC
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Lindbrook Capital’s Invesco IVZ Stock Holding History

Lindbrook Capital’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 		$11.1K Hold
734
– – ﹤0.01% 1602
2024
Q4 		$12.8K Hold
734
– – ﹤0.01% 1518
2024
Q3 		$12.9K Hold
734
– – ﹤0.01% 1545
2024
Q2 		$11K Sell
734
-209
-22% -$3.21K ﹤0.01% 1576
2024
Q1 		$15.6K Sell
943
-10
-1% -$161 ﹤0.01% 1338
2023
Q4 		$17K Buy
953
+56
+6% +$808 ﹤0.01% 1270
2023
Q3 		$13K Buy
897
+400
+80% +$6.44K ﹤0.01% 1276
2023
Q2 		$8.36K Sell
497
-284
-36% -$4.57K ﹤0.01% 1576
2023
Q1 		$12.8K Buy
781
+440
+129% +$7.85K ﹤0.01% 1296
2022
Q4 		$6.13K Sell
341
-423
-55% -$7.24K ﹤0.01% 1700
2022
Q3 		$10K Buy
764
+397
+108% +$6.7K ﹤0.01% 1327
2022
Q2 		$6K Sell
367
-198
-35% -$3.75K ﹤0.01% 1478
2022
Q1 		$13K Buy
565
+365
+183% +$8.1K ﹤0.01% 1188
2021
Q4 		$5K Buy
+200
New +$4.87K ﹤0.01% 1507
2020
Q2 		– Sell
-957
Closed -$9K – 1795
2020
Q1 		$9K Buy
+957
New +$14.5K ﹤0.01% 788
2019
Q4 		– Sell
-272
Closed -$5K – 1522
2019
Q3 		$5K Sell
272
-586
-68% -$10.3K ﹤0.01% 1071
2019
Q2 		$17K Hold
858
– – 0.01% 749
2019
Q1 		$16K Sell
858
-158
-16% -$2.95K 0.01% 768
2018
Q4 		$17K Buy
+1,016
New +$20.3K 0.01% 669

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lindbrook Capital's IVZ Position: Q1 2025 in Review

Lindbrook Capital held its Invesco (IVZ) position steady in Q1 2025 at 734 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Lindbrook Capital first reported a position in IVZ in Q4 2018 and has held it in 19 quarters since. The position peaked at $17K in Q4 2023. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Lindbrook Capital held 734 shares of Invesco worth $11.1K as of Q1 2025.
  • Lindbrook Capital left its Invesco share count unchanged in Q1 2025.
  • Invesco made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1602 holding.
  • Lindbrook Capital first reported a position in Invesco in Q4 2018 and has held it in 19 quarters since.
  • Lindbrook Capital's Invesco position peaked at $17K in Q4 2023.
  • 518 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.