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Buck Wealth Strategies’s Invesco IVZ Stock Holding History

Buck Wealth Strategies’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 		$2.12K Buy
+80
New +$2.12K ﹤0.01% 854

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Buck Wealth Strategies's IVZ Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Invesco (IVZ) in Q2 2026: 80 shares worth $2.12K. The stake represents ﹤0.01% of the portfolio and ranks #854 among its holdings.

366 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Buck Wealth Strategies held 80 shares of Invesco worth $2.12K as of Q2 2026.
  • Invesco was a new Buck Wealth Strategies position in Q2 2026.
  • Invesco made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #854 holding.
  • 366 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.