Mariner Independent Advisor Network’s Invesco IVZ Stock Holding History

Mariner Independent Advisor Network’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
2022 Q2	–	Sell	-23,660	Closed	-$541K	–	565
2022 Q1	$541K	Sell	23,660 -2,542	-10%	-$56.4K	0.02%	435
2021 Q4	$607K	Buy	+26,202	New	+$638K	0.03%	383
2021 Q3	–	Sell	-68,403	Closed	-$1.83M	–	504
2021 Q2	$1.83M	Sell	68,403 -45,894	-40%	-$1.25M	0.08%	253
2021 Q1	$2.88M	Buy	+114,297	New	+$2.56M	0.15%	149
2020 Q1	–	Sell	-16,721	Closed	-$301K	–	381
2019 Q4	$301K	Buy	+16,721	New	+$285K	0.02%	348

Other funds holding IVZ

TFM

Trian Fund Management New York $3.86B AUM 26.59% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mariner Independent Advisor Network's IVZ Position: Q2 2022 in Review

Mariner Independent Advisor Network sold out of Invesco (IVZ) in Q2 2022, closing a stake of 23,660 shares — an estimated $541K sold.

Mariner Independent Advisor Network first reported a position in IVZ in Q4 2019 and held it in 5 quarters. The position peaked at $2.88M in Q1 2021. 520 funds tracked by Wall St. Rank hold IVZ as of Q2 2022.

Mariner Independent Advisor Network reported no remaining Invesco position as of Q2 2022 after selling out during the quarter.
Mariner Independent Advisor Network sold 23,660 Invesco shares in Q2 2022, an estimated $541K.
Mariner Independent Advisor Network first reported a position in Invesco in Q4 2019 and held it in 5 quarters.
Mariner Independent Advisor Network's Invesco position peaked at $2.88M in Q1 2021.
520 funds tracked by Wall St. Rank held Invesco as of Q2 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2022, filed 12 Aug 2022.