Buckley Wealth Management’s Invesco IVZ Stock Holding History

Buckley Wealth 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	$1.51M	Buy	57,185 +225	+0.4%	+$5.96K	0.37%	52
2026 Q1	$1.38M	Sell	56,960 -1,900	-3%	-$49.7K	0.35%	57
2025 Q4	$1.55M	Buy	+58,860	New	+$1.44M	0.41%	40
2022 Q3	–	Sell	-41,765	Closed	-$674K	–	127
2022 Q2	$674K	Buy	41,765 +2,630	+7%	+$49.8K	0.22%	83
2022 Q1	$902K	Buy	39,135 +5,545	+17%	+$123K	0.24%	80
2021 Q4	$773K	Buy	33,590 +3,250	+11%	+$79.1K	0.23%	77
2021 Q3	$731K	Buy	30,340 +1,015	+3%	+$25.4K	0.24%	71
2021 Q2	$784K	Buy	+29,325	New	+$799K	0.27%	66

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 $3.38T AUM 44.17% 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

Buckley Wealth Management's IVZ Position: Q2 2026 in Review

Buckley Wealth Management increased its Invesco (IVZ) stake by 0.4% in Q2 2026, buying an estimated $5.96K and bringing the position to 57,185 shares worth $1.51M. The position accounts for 0.37% of the portfolio, ranked #52.

Buckley Wealth Management first reported a position in IVZ in Q2 2021 and has held it in 8 quarters since. The position peaked at $1.55M in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Buckley Wealth Management held 57,185 shares of Invesco worth $1.51M as of Q2 2026.
Buckley Wealth Management bought 225 Invesco shares in Q2 2026, an estimated $5.96K.
Invesco made up 0.37% of Buckley Wealth Management's portfolio in Q2 2026, its #52 holding.
Buckley Wealth Management first reported a position in Invesco in Q2 2021 and has held it in 8 quarters since.
Buckley Wealth Management's Invesco position peaked at $1.55M in Q4 2025.
670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.