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 Q2	$6.44K	Hold	244	–	–	﹤0.01%	304
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 $2.38B AUM 57.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boyd Watterson Asset Management's IVZ Position: Q2 2026 in Review

Boyd Watterson Asset Management held its Invesco (IVZ) position steady in Q2 2026 at 244 shares worth $6.44K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Boyd Watterson Asset Management first reported a position in IVZ in Q4 2022 and has held it in 15 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Boyd Watterson Asset Management held 244 shares of Invesco worth $6.44K as of Q2 2026.
Boyd Watterson Asset Management left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #304 holding.
Boyd Watterson Asset Management first reported a position in Invesco in Q4 2022 and has held it in 15 quarters since.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.