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Moors & Cabot’s Invesco IVZ Stock Holding History

Moors & Cabot’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
-10,234
Closed -$155K – 923
2025
Q1 		$155K Sell
10,234
-270
-3% -$4.61K 0.01% 818
2024
Q4 		$184K Sell
10,504
-1,604
-13% -$28.6K 0.01% 820
2024
Q3 		$213K Buy
12,108
+432
+4% +$7.09K 0.01% 771
2024
Q2 		$175K Sell
11,676
-1,362
-10% -$20.9K 0.01% 782
2024
Q1 		$216K Buy
13,038
+160
+1% +$2.58K 0.01% 791
2023
Q4 		$230K Buy
+12,878
New +$186K 0.01% 708
2023
Q1 		– Sell
-11,034
Closed -$199K – 907
2022
Q4 		$199K Sell
11,034
-2,750
-20% -$47K 0.01% 745
2022
Q3 		$189K Buy
13,784
+3,004
+28% +$50.7K 0.01% 714
2022
Q2 		$174K Buy
10,780
+1,510
+16% +$28.6K 0.01% 715
2022
Q1 		$214K Buy
+9,270
New +$206K 0.01% 750

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
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
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Moors & Cabot's IVZ Position: Q2 2025 in Review

Moors & Cabot sold out of Invesco (IVZ) in Q2 2025, closing a stake of 10,234 shares — an estimated $155K sold.

Moors & Cabot first reported a position in IVZ in Q1 2022 and held it in 10 quarters. The position peaked at $230K in Q4 2023. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

  • Moors & Cabot reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
  • Moors & Cabot sold 10,234 Invesco shares in Q2 2025, an estimated $155K.
  • Moors & Cabot first reported a position in Invesco in Q1 2022 and held it in 10 quarters.
  • Moors & Cabot's Invesco position peaked at $230K in Q4 2023.
  • 522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.