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Mount Yale Investment Advisors’s Invesco IVZ Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-788
Closed -$12.4K – 1139
2025
Q2 		$12.4K Buy
+788
New +$11.3K ﹤0.01% 1112
2018
Q4 		– Sell
-285,425
Closed -$6.16M – 534
2018
Q3 		$6.16M Buy
285,425
+16,625
+6% +$415K 1.08% 24
2018
Q2 		$7.14M Buy
268,800
+253,312
+1,636% +$7.29M 1.35% 15
2018
Q1 		$496K Buy
+15,488
New +$534K 0.11% 172

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 $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's IVZ Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Invesco (IVZ) in Q3 2025, closing a stake of 788 shares — an estimated $12.4K sold.

Mount Yale Investment Advisors first reported a position in IVZ in Q1 2018 and held it in 4 quarters. The position peaked at $7.14M in Q2 2018. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 788 Invesco shares in Q3 2025, an estimated $12.4K.
  • Mount Yale Investment Advisors first reported a position in Invesco in Q1 2018 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Invesco position peaked at $7.14M in Q2 2018.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.