SummitTX Capital’s Invesco IVZ Stock Holding History

SummitTX Capital’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	-21,600	Closed	-$328K	–	884
2025 Q1	$328K	Buy	+21,600	New	+$369K	0.01%	642

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SummitTX Capital's IVZ Position: Q2 2025 in Review

SummitTX Capital sold out of Invesco (IVZ) in Q2 2025, closing a stake of 21,600 shares — an estimated $328K sold.

SummitTX Capital first reported a position in IVZ in Q1 2025 and held it in 1 quarter. The position peaked at $328K in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

SummitTX Capital reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
SummitTX Capital sold 21,600 Invesco shares in Q2 2025, an estimated $328K.
SummitTX Capital first reported a position in Invesco in Q1 2025 and held it in 1 quarter.
SummitTX Capital's Invesco position peaked at $328K in Q1 2025.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on SummitTX Capital's 13F filing for Q2 2025, filed 14 Aug 2025.