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Plante Moran Financial Advisors’s Invesco IVZ Stock Holding History

Plante Moran Financial 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
Q4 		– Sell
-295
Closed -$6.77K – 862
2025
Q3 		$6.77K Buy
+295
New +$6.12K ﹤0.01% 587
2025
Q1 		– Sell
-26
Closed -$454 – 882
2024
Q4 		$454 Hold
26
– – ﹤0.01% 858
2024
Q3 		$457 Buy
+26
New +$427 ﹤0.01% 827
2022
Q1 		– Sell
-183
Closed -$4K – 901
2021
Q4 		$4K Buy
+183
New +$4.45K ﹤0.01% 854
2019
Q4 		– Sell
-114
Closed -$2K – 823
2019
Q3 		$2K Sell
114
-202
-64% -$3.57K ﹤0.01% 780
2019
Q2 		$6K Buy
+316
New +$6.56K ﹤0.01% 626
2018
Q3 		– Sell
-90
Closed -$2K – 805
2018
Q2 		$2K Sell
90
-1,420
-94% -$40.9K ﹤0.01% 731
2018
Q1 		$48K Buy
1,510
+1,164
+336% +$40.1K 0.03% 352
2017
Q4 		$13K Buy
346
+3
+0.9% +$109 0.01% 560
2017
Q3 		$12K Sell
343
-12
-3% -$410 0.01% 517
2017
Q2 		$12K Buy
355
+42
+13% +$1.37K 0.01% 534
2017
Q1 		$10K Buy
313
+2
+0.6% +$63 0.01% 577
2016
Q4 		$9K Buy
311
+207
+199% +$6.37K 0.01% 604
2016
Q3 		$3K Sell
104
-18
-15% -$529 ﹤0.01% 788
2016
Q2 		$3K Hold
122
– – ﹤0.01% 725
2016
Q1 		$4K Sell
122
-33
-21% -$952 ﹤0.01% 619
2015
Q4 		$5K Buy
+155
New +$5.08K ﹤0.01% 726

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 $481B AUM 30.42% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Plante Moran Financial Advisors's IVZ Position: Q4 2025 in Review

Plante Moran Financial Advisors sold out of Invesco (IVZ) in Q4 2025, closing a stake of 295 shares — an estimated $6.77K sold.

Plante Moran Financial Advisors first reported a position in IVZ in Q4 2015 and held it in 17 quarters. The position peaked at $48K in Q1 2018. 628 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Plante Moran Financial Advisors reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 295 Invesco shares in Q4 2025, an estimated $6.77K.
  • Plante Moran Financial Advisors first reported a position in Invesco in Q4 2015 and held it in 17 quarters.
  • Plante Moran Financial Advisors's Invesco position peaked at $48K in Q1 2018.
  • 628 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.