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Wealthspire Advisors (New York)’s Invesco IVZ Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-2,426
Closed -$55.7K – 1966
2025
Q3 		$55.7K Buy
+2,426
New +$50.4K ﹤0.01% 1204
2021
Q2 		– Sell
-9,906
Closed -$250K – 520
2021
Q1 		$250K Buy
+9,906
New +$222K 0.01% 611
2019
Q1 		– Sell
-535
Closed -$9K – 419
2018
Q4 		$9K Buy
+535
New +$10.7K ﹤0.01% 526

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s IVZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Invesco (IVZ) in Q4 2025, closing a stake of 2,426 shares — an estimated $55.7K sold.

Wealthspire Advisors (New York) first reported a position in IVZ in Q4 2018 and held it in 3 quarters. The position peaked at $250K in Q1 2021. 627 funds tracked by Wall St. Rank hold IVZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Invesco position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 2,426 Invesco shares in Q4 2025, an estimated $55.7K.
  • Wealthspire Advisors (New York) first reported a position in Invesco in Q4 2018 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Invesco position peaked at $250K in Q1 2021.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.