Boyd Watterson Asset Management’s Invesco IVZ Stock Holding History

Boyd Watterson Asset Management’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
2026 Q1	$5.93K	Hold	244	–	–	﹤0.01%	305
2025 Q4	$6.41K	Sell	244 -23	-9%	-$562	﹤0.01%	308
2025 Q3	$6.13K	Hold	267	–	–	﹤0.01%	315
2025 Q2	$4.21K	Hold	267	–	–	﹤0.01%	336
2025 Q1	$4.05K	Hold	267	–	–	﹤0.01%	344
2024 Q4	$4.67K	Hold	267	–	–	﹤0.01%	346
2024 Q3	$4.69K	Hold	267	–	–	﹤0.01%	345
2024 Q2	$3.99K	Hold	267	–	–	﹤0.01%	354
2024 Q1	$4.43K	Hold	267	–	–	﹤0.01%	344
2023 Q4	$4.76K	Hold	267	–	–	﹤0.01%	335
2023 Q3	$3.88K	Hold	267	–	–	﹤0.01%	340
2023 Q2	$4.49K	Hold	267	–	–	﹤0.01%	338
2023 Q1	$4.38K	Hold	267	–	–	﹤0.01%	342
2022 Q4	$4.8K	Buy	+267	New	+$4.57K	﹤0.01%	337

Other funds holding IVZ

MMLI

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Boyd Watterson Asset Management's IVZ Position: Q1 2026 in Review

Boyd Watterson Asset Management held its Invesco (IVZ) position steady in Q1 2026 at 244 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Boyd Watterson Asset Management first reported a position in IVZ in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.41K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Boyd Watterson Asset Management held 244 shares of Invesco worth $5.93K as of Q1 2026.
Boyd Watterson Asset Management left its Invesco share count unchanged in Q1 2026.
Invesco made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q1 2026, its #305 holding.
Boyd Watterson Asset Management first reported a position in Invesco in Q4 2022 and has held it in 14 quarters since.
Boyd Watterson Asset Management's Invesco position peaked at $6.41K in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.