Meridian Wealth Advisors’s Invesco IVZ Stock Holding History

Meridian Wealth Advisors’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	–	Sell	-10,798	Closed	-$189K	–	174
2024 Q4	$189K	Hold	10,798	–	–	0.03%	172
2024 Q3	$190K	Hold	10,798	–	–	0.03%	173
2024 Q2	$162K	Hold	10,798	–	–	0.03%	171
2024 Q1	$179K	Hold	10,798	–	–	0.03%	172
2023 Q4	$193K	Hold	10,798	–	–	0.04%	172
2023 Q3	$157K	Hold	10,798	–	–	0.04%	173
2023 Q2	$182K	Hold	10,798	–	–	0.04%	178
2023 Q1	$177K	Hold	10,798	–	–	0.04%	183
2022 Q4	$194K	Hold	10,798	–	–	0.05%	186
2022 Q3	$148K	Hold	10,798	–	–	0.04%	181
2022 Q2	$174K	Hold	10,798	–	–	0.05%	190
2022 Q1	$249K	Sell	10,798 -5,077	-32%	-$113K	0.06%	186
2021 Q4	$365K	Hold	15,875	–	–	0.09%	145
2021 Q3	$383K	Hold	15,875	–	–	0.11%	134
2021 Q2	$424K	Hold	15,875	–	–	0.12%	130
2021 Q1	$400K	Hold	15,875	–	–	0.13%	123
2020 Q4	$277K	Hold	15,875	–	–	0.1%	146
2020 Q3	$181K	Hold	15,875	–	–	0.08%	156
2020 Q2	$171K	Hold	15,875	–	–	0.08%	158
2020 Q1	$144K	Hold	15,875	–	–	0.08%	136
2019 Q4	$285K	Hold	15,875	–	–	0.11%	128
2019 Q3	$269K	Buy	+15,875	New	+$280K	0.12%	128

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

TFM

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Meridian Wealth Advisors's IVZ Position: Q1 2025 in Review

Meridian Wealth Advisors sold out of Invesco (IVZ) in Q1 2025, closing a stake of 10,798 shares — an estimated $189K sold.

Meridian Wealth Advisors first reported a position in IVZ in Q3 2019 and held it in 22 quarters. The position peaked at $424K in Q2 2021. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

Meridian Wealth Advisors reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
Meridian Wealth Advisors sold 10,798 Invesco shares in Q1 2025, an estimated $189K.
Meridian Wealth Advisors first reported a position in Invesco in Q3 2019 and held it in 22 quarters.
Meridian Wealth Advisors's Invesco position peaked at $424K in Q2 2021.
517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Meridian Wealth Advisors's 13F filing for Q1 2025, filed 5 May 2025.