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 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 $2.17B 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

Buckley Wealth Management's IVZ Position: Q1 2026 in Review

Buckley Wealth Management reduced its Invesco (IVZ) stake by 3.2% in Q1 2026, selling an estimated $49.7K and leaving 56,960 shares worth $1.38M. The position accounts for 0.35% of the portfolio, ranked #57.

Buckley Wealth Management first reported a position in IVZ in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.55M in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Buckley Wealth Management held 56,960 shares of Invesco worth $1.38M as of Q1 2026.
Buckley Wealth Management sold 1,900 Invesco shares in Q1 2026, an estimated $49.7K.
Invesco made up 0.35% of Buckley Wealth Management's portfolio in Q1 2026, its #57 holding.
Buckley Wealth Management first reported a position in Invesco in Q2 2021 and has held it in 7 quarters since.
Buckley Wealth Management's Invesco position peaked at $1.55M in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Buckley Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.