Poinciana Advisors Group’s Invesco IVZ Stock Holding History

Poinciana Advisors 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	-10,001	Closed	-$175K	–	118
2024 Q4	$175K	Buy	+10,001	New	+$178K	0.18%	101

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Poinciana Advisors Group's IVZ Position: Q1 2025 in Review

Poinciana Advisors Group sold out of Invesco (IVZ) in Q1 2025, closing a stake of 10,001 shares — an estimated $175K sold.

Poinciana Advisors Group first reported a position in IVZ in Q4 2024 and held it in 1 quarter. The position peaked at $175K in Q4 2024. 518 funds tracked by Wall St. Rank hold IVZ as of Q1 2025.

Poinciana Advisors Group reported no remaining Invesco position as of Q1 2025 after selling out during the quarter.
Poinciana Advisors Group sold 10,001 Invesco shares in Q1 2025, an estimated $175K.
Poinciana Advisors Group first reported a position in Invesco in Q4 2024 and held it in 1 quarter.
Poinciana Advisors Group's Invesco position peaked at $175K in Q4 2024.
518 funds tracked by Wall St. Rank held Invesco as of Q1 2025.

Based on Poinciana Advisors Group's 13F filing for Q1 2025, filed 30 Apr 2025.