Wolverine Trading’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$459K Buy
+19,941
New +$414K ﹤0.01% 3809
2025
Q1
Sell
-30,426
Closed -$519K 5275
2024
Q4
$532K Sell
30,426
-2,609
-8% -$46.5K ﹤0.01% 3332
2024
Q3
$583K Buy
33,035
+14,505
+78% +$238K ﹤0.01% 2911
2024
Q2
$277K Sell
18,530
-6,672
-26% -$103K ﹤0.01% 3485
2024
Q1
$418K Buy
25,202
+634
+3% +$10.2K ﹤0.01% 3023
2023
Q4
$438K Buy
24,568
+3,536
+17% +$51K ﹤0.01% 3088
2023
Q3
$305K Buy
+21,032
New +$339K ﹤0.01% 3285
2023
Q2
Sell
-33,847
Closed -$545K 4583
2023
Q1
$545K Buy
33,847
+15,491
+84% +$276K ﹤0.01% 2428
2022
Q4
$330K Sell
18,356
-14,694
-44% -$251K ﹤0.01% 2689
2022
Q3
$467K Buy
33,050
+15,069
+84% +$254K ﹤0.01% 2665
2022
Q2
$296K Buy
+17,981
New +$340K ﹤0.01% 3087
2022
Q1
Sell
-16,895
Closed -$375K 5903
2021
Q4
$392K Buy
16,895
+8,083
+92% +$197K ﹤0.01% 3777
2021
Q3
$217K Sell
8,812
-1,088
-11% -$27.2K ﹤0.01% 5208
2021
Q2
$263K Sell
9,900
-12,930
-57% -$352K ﹤0.01% 4619
2021
Q1
$568K Buy
+22,830
New +$512K ﹤0.01% 3524
2020
Q4
Sell
-24,991
Closed -$384K 5134
2020
Q3
$286K Buy
24,991
+10,726
+75% +$114K ﹤0.01% 3450
2020
Q2
$148K Sell
14,265
-58,590
-80% -$526K ﹤0.01% 3988
2020
Q1
$696K Sell
72,855
-91,410
-56% -$1.39M ﹤0.01% 2296
2019
Q4
$2.94M Buy
164,265
+142,199
+644% +$2.43M 0.01% 1529
2019
Q3
$376K Buy
22,066
+4,809
+28% +$84.9K ﹤0.01% 2931
2019
Q2
$353K Sell
17,257
-45,101
-72% -$936K ﹤0.01% 3099
2019
Q1
$1.2M Sell
62,358
-69,536
-53% -$1.3M ﹤0.01% 1905
2018
Q4
$2.18M Buy
131,894
+49,398
+60% +$989K 0.01% 1345
2018
Q3
$1.89M Buy
+82,496
New +$2.06M ﹤0.01% 1724
2018
Q1
Sell
-21,603
Closed -$745K 5442
2017
Q4
$789K Buy
+21,603
New +$782K ﹤0.01% 2487
2017
Q3
Sell
-22,058
Closed -$753K 4709
2017
Q2
$772K Buy
+22,058
New +$719K ﹤0.01% 1999
2017
Q1
Sell
-33,766
Closed -$1.02M 4629
2016
Q4
$1.02M Buy
+33,766
New +$1.04M 0.01% 1896

Other funds holding IVZ

Wolverine Trading's IVZ Position: Q3 2025 in Review

Wolverine Trading opened a new position in Invesco (IVZ) in Q3 2025: 19,941 shares worth $459K. The stake represents ﹤0.01% of the portfolio and ranks #3809 among its holdings. This is a return to the name: Wolverine Trading previously reported a position in IVZ as recently as Q4 2024.

Wolverine Trading first reported a position in IVZ in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.94M in Q4 2019. 566 funds tracked by Wall St. Rank hold IVZ as of Q3 2025.

  • Wolverine Trading held 19,941 shares of Invesco worth $459K as of Q3 2025.
  • Invesco was a new Wolverine Trading position in Q3 2025.
  • Invesco made up ﹤0.01% of Wolverine Trading's portfolio in Q3 2025, its #3809 holding.
  • Wolverine Trading first reported a position in Invesco in Q4 2016 and has held it in 27 quarters since.
  • Wolverine Trading's Invesco position peaked at $2.94M in Q4 2019.
  • 566 funds tracked by Wall St. Rank held Invesco as of Q3 2025.

Based on Wolverine Trading's 13F filing for Q3 2025, filed 14 Nov 2025.