SWM
IVZ icon

Steinberganna Wealth Management’s Invesco IVZ Stock Holding History

Steinberganna Wealth 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
-8,782
Closed -$201K – 133
2025
Q3 		$201K Buy
+8,782
New +$182K 0.09% 125

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

Steinberganna Wealth Management's IVZ Position: Q4 2025 in Review

Steinberganna Wealth Management sold out of Invesco (IVZ) in Q4 2025, closing a stake of 8,782 shares — an estimated $201K sold.

Steinberganna Wealth Management first reported a position in IVZ in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Steinberganna Wealth Management reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Steinberganna Wealth Management sold 8,782 Invesco shares in Q4 2025, an estimated $201K.
  • Steinberganna Wealth Management first reported a position in Invesco in Q3 2025 and held it in 1 quarter.
  • Steinberganna Wealth Management's Invesco position peaked at $201K in Q3 2025.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Steinberganna Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.