NRD
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Nebula Research & Development’s Invesco IVZ Stock Holding History

Nebula Research & Development’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
-74,813
Closed -$1.18M – 440
2025
Q2 		$1.18M Buy
74,813
+28,803
+63% +$414K 0.1% 341
2025
Q1 		$698K Buy
+46,010
New +$785K 0.06% 496
2024
Q2 		– Sell
-82,016
Closed -$1.36M – 923
2024
Q1 		$1.36M Buy
+82,016
New +$1.32M 0.29% 74

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nebula Research & Development's IVZ Position: Q3 2025 in Review

Nebula Research & Development sold out of Invesco (IVZ) in Q3 2025, closing a stake of 74,813 shares — an estimated $1.18M sold.

Nebula Research & Development first reported a position in IVZ in Q1 2024 and held it in 3 quarters. The position peaked at $1.36M in Q1 2024. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Nebula Research & Development reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 74,813 Invesco shares in Q3 2025, an estimated $1.18M.
  • Nebula Research & Development first reported a position in Invesco in Q1 2024 and held it in 3 quarters.
  • Nebula Research & Development's Invesco position peaked at $1.36M in Q1 2024.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.