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Principal Securities’s Invesco IVZ Stock Holding History

Principal Securities’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
-6,452
Closed -$148K – 2467
2025
Q3 		$148K Buy
6,452
+1,838
+40% +$38.2K ﹤0.01% 1419
2025
Q2 		$72.8K Buy
4,614
+2,131
+86% +$30.6K ﹤0.01% 1678
2025
Q1 		$43.4K Hold
2,483
– – ﹤0.01% 1816
2024
Q4 		$43.4K Sell
2,483
-108
-4% -$1.92K ﹤0.01% 1813
2024
Q3 		$45.5K Buy
2,591
+1,049
+68% +$17.2K ﹤0.01% 1734
2024
Q2 		$23.1K Buy
1,542
+332
+27% +$5.11K ﹤0.01% 1999
2024
Q1 		$20.1K Buy
1,210
+342
+39% +$5.52K ﹤0.01% 2000
2023
Q4 		$15.5K Buy
+868
New +$12.5K ﹤0.01% 2063

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

Principal Securities's IVZ Position: Q4 2025 in Review

Principal Securities sold out of Invesco (IVZ) in Q4 2025, closing a stake of 6,452 shares — an estimated $148K sold.

Principal Securities first reported a position in IVZ in Q4 2023 and held it in 8 quarters. The position peaked at $148K in Q3 2025. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Principal Securities reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 6,452 Invesco shares in Q4 2025, an estimated $148K.
  • Principal Securities first reported a position in Invesco in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Invesco position peaked at $148K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.