Strategic Advisors’s Invesco IVZ Stock Holding History

Strategic Advisors’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 Q2	–	Sell	-27,500	Closed	-$417K	–	185
2025 Q1	$417K	Sell	27,500 -13,500	-33%	-$230K	0.08%	141
2024 Q4	$717K	Sell	41,000 -2,000	-5%	-$35.6K	0.13%	117
2024 Q3	$755K	Hold	43,000	–	–	0.14%	117
2024 Q2	$643K	Sell	43,000 -1,500	-3%	-$23.1K	0.12%	123
2024 Q1	$738K	Sell	44,500 -4,000	-8%	-$64.6K	0.15%	116
2023 Q4	$865K	Sell	48,500 -5,000	-9%	-$72.1K	0.16%	114
2023 Q3	$777K	Buy	+53,500	New	+$861K	0.15%	118

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 $3.37T AUM 44.26% 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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Strategic Advisors's IVZ Position: Q2 2025 in Review

Strategic Advisors sold out of Invesco (IVZ) in Q2 2025, closing a stake of 27,500 shares — an estimated $417K sold.

Strategic Advisors first reported a position in IVZ in Q3 2023 and held it in 7 quarters. The position peaked at $865K in Q4 2023. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Strategic Advisors reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Strategic Advisors sold 27,500 Invesco shares in Q2 2025, an estimated $417K.
Strategic Advisors first reported a position in Invesco in Q3 2023 and held it in 7 quarters.
Strategic Advisors's Invesco position peaked at $865K in Q4 2023.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Strategic Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.