TownSquare Capital’s Invesco IVZ Stock Holding History

TownSquare 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	-17,882	Closed	-$271K	–	1124
2025 Q1	$271K	Buy	17,882 +4,507	+34%	+$76.9K	﹤0.01%	1396
2024 Q4	$234K	Buy	+13,375	New	+$238K	﹤0.01%	1368

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

TownSquare Capital's IVZ Position: Q2 2025 in Review

TownSquare Capital sold out of Invesco (IVZ) in Q2 2025, closing a stake of 17,882 shares — an estimated $271K sold.

TownSquare Capital first reported a position in IVZ in Q4 2024 and held it in 2 quarters. The position peaked at $271K in Q1 2025. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

TownSquare Capital reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 17,882 Invesco shares in Q2 2025, an estimated $271K.
TownSquare Capital first reported a position in Invesco in Q4 2024 and held it in 2 quarters.
TownSquare Capital's Invesco position peaked at $271K in Q1 2025.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

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