Longboard Asset Management’s Invesco IVZ Stock Holding History

Longboard Asset 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 Q4	–	Sell	-8,978	Closed	-$206K	–	168
2025 Q3	$206K	Buy	+8,978	New	+$186K	0.33%	222

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Longboard Asset Management's IVZ Position: Q4 2025 in Review

Longboard Asset Management sold out of Invesco (IVZ) in Q4 2025, closing a stake of 8,978 shares — an estimated $206K sold.

Longboard Asset Management first reported a position in IVZ in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

Longboard Asset Management reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
Longboard Asset Management sold 8,978 Invesco shares in Q4 2025, an estimated $206K.
Longboard Asset Management first reported a position in Invesco in Q3 2025 and held it in 1 quarter.
Longboard Asset Management's Invesco position peaked at $206K in Q3 2025.
627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.