SAG
IVZ icon

SageView Advisory Group’s Invesco IVZ Stock Holding History

SageView Advisory 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
Q4 		$93.4K Buy
+3,554
New +$86.8K ﹤0.01% 849

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

SageView Advisory Group's IVZ Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Invesco (IVZ) in Q4 2025: 3,554 shares worth $93.4K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings.

627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • SageView Advisory Group held 3,554 shares of Invesco worth $93.4K as of Q4 2025.
  • Invesco was a new SageView Advisory Group position in Q4 2025.
  • Invesco made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #849 holding.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.