Meeder Advisory Services’s Invesco IVZ Stock Holding History

Meeder Advisory Services’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	-10,218	Closed	-$155K	–	625
2025 Q1	$155K	Buy	+10,218	New	+$174K	0.01%	557
2023 Q3	–	Sell	-11,745	Closed	-$197K	–	422
2023 Q2	$197K	Sell	11,745 -1,525	-11%	-$24.5K	0.02%	423
2023 Q1	$218K	Sell	13,270 -1,782	-12%	-$31.8K	0.03%	401
2022 Q4	$271K	Buy	+15,052	New	+$257K	0.03%	350

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

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

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Meeder Advisory Services's IVZ Position: Q2 2025 in Review

Meeder Advisory Services sold out of Invesco (IVZ) in Q2 2025, closing a stake of 10,218 shares — an estimated $155K sold.

Meeder Advisory Services first reported a position in IVZ in Q4 2022 and held it in 4 quarters. The position peaked at $271K in Q4 2022. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Meeder Advisory Services reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Meeder Advisory Services sold 10,218 Invesco shares in Q2 2025, an estimated $155K.
Meeder Advisory Services first reported a position in Invesco in Q4 2022 and held it in 4 quarters.
Meeder Advisory Services's Invesco position peaked at $271K in Q4 2022.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Meeder Advisory Services's 13F filing for Q2 2025, filed 7 Aug 2025.