PCM
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Prelude Capital Management’s Invesco IVZ Stock Holding History

Prelude Capital Management’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
-9,203
Closed -$211K – 1427
2025
Q3 		$211K Sell
9,203
-3,931
-30% -$81.6K 0.02% 918
2025
Q2 		$207K Sell
13,134
-4,392
-25% -$63.1K 0.02% 801
2025
Q1 		$266K Buy
17,526
+6,506
+59% +$111K 0.02% 761
2024
Q4 		$193K Buy
+11,020
New +$196K 0.01% 1007
2024
Q3 		– Sell
-22,493
Closed -$336K – 1416
2024
Q2 		$336K Buy
22,493
+3,756
+20% +$57.8K 0.02% 742
2024
Q1 		$311K Buy
+18,737
New +$302K 0.02% 874
2022
Q3 		– Sell
-26,176
Closed -$422K – 1748
2022
Q2 		$422K Buy
+26,176
New +$495K 0.01% 890
2021
Q3 		– Sell
-8,559
Closed -$229K – 1871
2021
Q2 		$229K Buy
+8,559
New +$233K 0.01% 1329
2021
Q1 		– Sell
-11,910
Closed -$208K – 1681
2020
Q4 		$208K Buy
+11,910
New +$183K 0.01% 1098
2020
Q2 		– Sell
-1,714
Closed -$16K – 2102
2020
Q1 		$16K Buy
+1,714
New +$26.1K ﹤0.01% 1035
2019
Q1 		– Sell
-1,270
Closed -$21K – 1963
2018
Q4 		$21K Buy
+1,270
New +$25.4K ﹤0.01% 1237
2017
Q4 		– Sell
-9,893
Closed -$347K – 1518
2017
Q3 		$347K Buy
9,893
+9,420
+1,992% +$322K 0.03% 474
2017
Q2 		$17K Buy
+473
New +$15.4K ﹤0.01% 1298
2016
Q3 		– Sell
-819
Closed -$21K – 1696
2016
Q2 		$21K Buy
+819
New +$24.3K ﹤0.01% 1253
2014
Q3 		– Sell
-560
Closed -$21K – 1980
2014
Q2 		$21K Buy
+560
New +$20.3K ﹤0.01% 1709
2014
Q1 		– Sell
-300
Closed -$11K – 1996
2013
Q4 		$11K Buy
+300
New +$10.2K ﹤0.01% 1483

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Prelude Capital Management's IVZ Position: Q4 2025 in Review

Prelude Capital Management sold out of Invesco (IVZ) in Q4 2025, closing a stake of 9,203 shares — an estimated $211K sold.

Prelude Capital Management first reported a position in IVZ in Q4 2013 and held it in 16 quarters. The position peaked at $422K in Q2 2022. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Prelude Capital Management reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Prelude Capital Management sold 9,203 Invesco shares in Q4 2025, an estimated $211K.
  • Prelude Capital Management first reported a position in Invesco in Q4 2013 and held it in 16 quarters.
  • Prelude Capital Management's Invesco position peaked at $422K in Q2 2022.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Prelude Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.