OFG
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Oxford Financial Group’s Invesco IVZ Stock Holding History

Oxford Financial Group’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
Q1 		– Sell
-12,773
Closed -$223K – 283
2024
Q4 		$223K Sell
12,773
-169
-1% -$3.01K 0.01% 233
2024
Q3 		$227K Sell
12,942
-188
-1% -$3.09K 0.01% 227
2024
Q2 		$196K Buy
13,130
+135
+1% +$2.08K 0.01% 254
2024
Q1 		$216K Buy
12,995
+51
+0.4% +$823 0.02% 214
2023
Q4 		$231K Buy
12,944
+171
+1% +$2.47K 0.02% 216
2023
Q3 		$185K Sell
12,773
-67
-0.5% -$1.08K 0.02% 216
2023
Q2 		$216K Buy
+12,840
New +$207K 0.02% 219

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
TFM
Trian Fund Management New York $4.23B AUM 31.93% 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
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Oxford Financial Group's IVZ Position: Q1 2025 in Review

Oxford Financial Group sold out of Invesco (IVZ) in Q1 2025, closing a stake of 12,773 shares — an estimated $223K sold.

Oxford Financial Group first reported a position in IVZ in Q2 2023 and held it in 7 quarters. The position peaked at $231K in Q4 2023. 517 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

  • Oxford Financial Group reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
  • Oxford Financial Group sold 12,773 Invesco shares in Q1 2025, an estimated $223K.
  • Oxford Financial Group first reported a position in Invesco in Q2 2023 and held it in 7 quarters.
  • Oxford Financial Group's Invesco position peaked at $231K in Q4 2023.
  • 517 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Oxford Financial Group's 13F filing for Q1 2025, filed 15 May 2025.