Stephens Consulting’s Invesco IVZ Stock Holding History

Stephens Consulting’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	-1	Closed	-$16	–	780
2025 Q2	$16	Buy	+1	New	+$14	﹤0.01%	1180

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stephens Consulting's IVZ Position: Q3 2025 in Review

Stephens Consulting sold out of Invesco (IVZ) in Q3 2025, closing a stake of 1 share — an estimated $16 sold.

Stephens Consulting first reported a position in IVZ in Q2 2025 and held it in 1 quarter. The position peaked at $16 in Q2 2025. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

Stephens Consulting reported no remaining Invesco position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 Invesco share in Q3 2025, an estimated $16.
Stephens Consulting first reported a position in Invesco in Q2 2025 and held it in 1 quarter.
Stephens Consulting's Invesco position peaked at $16 in Q2 2025.
566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.