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Olympiad Research’s Invesco IVZ Stock Holding History

Olympiad Research’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
-12,892
Closed -$203K – 254
2025
Q2 		$203K Sell
12,892
-5,028
-28% -$72.2K 0.33% 136
2025
Q1 		$272K Buy
17,920
+4,360
+32% +$74.4K 0.32% 101
2024
Q4 		$237K Buy
+13,560
New +$242K 0.25% 152
2024
Q3 		– Sell
-22,856
Closed -$342K – 412
2024
Q2 		$342K Buy
22,856
+3,836
+20% +$59K 0.25% 134
2024
Q1 		$316K Buy
+19,020
New +$307K 0.21% 184
2020
Q2 		– Sell
-23,339
Closed -$212K – 346
2020
Q1 		$212K Buy
+23,339
New +$355K 0.21% 187

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

Olympiad Research's IVZ Position: Q3 2025 in Review

Olympiad Research sold out of Invesco (IVZ) in Q3 2025, closing a stake of 12,892 shares — an estimated $203K sold.

Olympiad Research first reported a position in IVZ in Q1 2020 and held it in 6 quarters. The position peaked at $342K in Q2 2024. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Olympiad Research reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Olympiad Research sold 12,892 Invesco shares in Q3 2025, an estimated $203K.
  • Olympiad Research first reported a position in Invesco in Q1 2020 and held it in 6 quarters.
  • Olympiad Research's Invesco position peaked at $342K in Q2 2024.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Olympiad Research's 13F filing for Q3 2025, filed 30 Oct 2025.