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NewSquare Capital’s Invesco IVZ Stock Holding History

NewSquare Capital’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
-941
Closed -$14.8K – 705
2025
Q2 		$14.8K Buy
941
+850
+934% +$12.2K ﹤0.01% 556
2025
Q1 		$1.38K Buy
91
+68
+296% +$1.16K ﹤0.01% 892
2024
Q4 		$402 Buy
+23
New +$410 ﹤0.01% 748

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
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

NewSquare Capital's IVZ Position: Q3 2025 in Review

NewSquare Capital sold out of Invesco (IVZ) in Q3 2025, closing a stake of 941 shares — an estimated $14.8K sold.

NewSquare Capital first reported a position in IVZ in Q4 2024 and held it in 3 quarters. The position peaked at $14.8K in Q2 2025. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • NewSquare Capital reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 941 Invesco shares in Q3 2025, an estimated $14.8K.
  • NewSquare Capital first reported a position in Invesco in Q4 2024 and held it in 3 quarters.
  • NewSquare Capital's Invesco position peaked at $14.8K in Q2 2025.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.