Bullock Wealth Management’s Invesco IVZ Stock Holding History

Bullock 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
2024 Q2	–	Sell	-100	Closed	-$1.65K	–	583
2024 Q1	$1.65K	Buy	+100	New	+$1.61K	﹤0.01%	494

Other funds holding IVZ

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bullock Wealth Management's IVZ Position: Q2 2024 in Review

Bullock Wealth Management sold out of Invesco (IVZ) in Q2 2024, closing a stake of 100 shares — an estimated $1.65K sold.

Bullock Wealth Management first reported a position in IVZ in Q1 2024 and held it in 1 quarter. The position peaked at $1.65K in Q1 2024. 475 funds tracked by Wall St. Rank hold IVZ as of Q2 2024.

Bullock Wealth Management reported no remaining Invesco position as of Q2 2024 after selling out during the quarter.
Bullock Wealth Management sold 100 Invesco shares in Q2 2024, an estimated $1.65K.
Bullock Wealth Management first reported a position in Invesco in Q1 2024 and held it in 1 quarter.
Bullock Wealth Management's Invesco position peaked at $1.65K in Q1 2024.
475 funds tracked by Wall St. Rank held Invesco as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.