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Scientech Research LLC’s Invesco IVZ Stock Holding History

Scientech Research LLC’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
Q3 		– Sell
-21,121
Closed -$333K – 712
2025
Q2 		$333K Sell
21,121
-10,696
-34% -$154K 0.08% 426
2025
Q1 		$483K Buy
+31,817
New +$543K 0.13% 333
2024
Q4 		– Sell
-38,178
Closed -$670K – 716
2024
Q3 		$670K Buy
38,178
+6,609
+21% +$109K 0.13% 301
2024
Q2 		$472K Buy
+31,569
New +$485K 0.1% 345

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 $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Scientech Research LLC's IVZ Position: Q3 2025 in Review

Scientech Research LLC sold out of Invesco (IVZ) in Q3 2025, closing a stake of 21,121 shares — an estimated $333K sold.

Scientech Research LLC first reported a position in IVZ in Q2 2024 and held it in 4 quarters. The position peaked at $670K in Q3 2024. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Scientech Research LLC reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
  • Scientech Research LLC sold 21,121 Invesco shares in Q3 2025, an estimated $333K.
  • Scientech Research LLC first reported a position in Invesco in Q2 2024 and held it in 4 quarters.
  • Scientech Research LLC's Invesco position peaked at $670K in Q3 2024.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Scientech Research LLC's 13F filing for Q3 2025, filed 14 Nov 2025.