Trifecta Capital Advisors’s Invesco IVZ Stock Holding History

Trifecta Capital 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	-97	Closed	-$1.47K	–	491
2025 Q1	$1.47K	Hold	97	–	–	﹤0.01%	340
2024 Q4	$1.7K	Hold	97	–	–	﹤0.01%	321
2024 Q3	$1.7K	Hold	97	–	–	﹤0.01%	330
2024 Q2	$1.45K	Buy	+97	New	+$1.49K	﹤0.01%	346

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

Trifecta Capital Advisors's IVZ Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of Invesco (IVZ) in Q2 2025, closing a stake of 97 shares — an estimated $1.47K sold.

Trifecta Capital Advisors first reported a position in IVZ in Q2 2024 and held it in 4 quarters. The position peaked at $1.7K in Q3 2024. 522 funds tracked by Wall St. Rank hold IVZ as of Q2 2025.

Trifecta Capital Advisors reported no remaining Invesco position as of Q2 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 97 Invesco shares in Q2 2025, an estimated $1.47K.
Trifecta Capital Advisors first reported a position in Invesco in Q2 2024 and held it in 4 quarters.
Trifecta Capital Advisors's Invesco position peaked at $1.7K in Q3 2024.
522 funds tracked by Wall St. Rank held Invesco as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.