Jackson Grant Investment Advisers’s Invesco IVZ Stock Holding History

Jackson Grant Investment Advisers’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	$4.51K	Hold	171	–	–	﹤0.01%	368
2026 Q1	$4.15K	Hold	171	–	–	﹤0.01%	358
2025 Q4	$4.49K	Hold	171	–	–	﹤0.01%	357
2025 Q3	$3.92K	Hold	171	–	–	﹤0.01%	370
2025 Q2	$2.7K	Hold	171	–	–	﹤0.01%	352
2025 Q1	$2.59K	Hold	171	–	–	﹤0.01%	349
2024 Q4	$2.99K	Hold	171	–	–	﹤0.01%	351
2024 Q3	$3K	Hold	171	–	–	﹤0.01%	353
2024 Q2	$2.56K	Hold	171	–	–	﹤0.01%	360
2024 Q1	$2.84K	Hold	171	–	–	﹤0.01%	339
2023 Q4	$3.05K	Hold	171	–	–	﹤0.01%	328
2023 Q3	$2.48K	Hold	171	–	–	﹤0.01%	336
2023 Q2	$2.88K	Hold	171	–	–	﹤0.01%	341
2023 Q1	$2.8K	Hold	171	–	–	﹤0.01%	365
2022 Q4	$3.08K	Hold	171	–	–	﹤0.01%	312
2022 Q3	$2K	Hold	171	–	–	﹤0.01%	340
2022 Q2	$3K	Buy	+171	New	+$3.23K	﹤0.01%	343

Other funds holding IVZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Jackson Grant Investment Advisers's IVZ Position: Q2 2026 in Review

Jackson Grant Investment Advisers held its Invesco (IVZ) position steady in Q2 2026 at 171 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Jackson Grant Investment Advisers first reported a position in IVZ in Q2 2022 and has held it in 17 quarters since. 225 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

Jackson Grant Investment Advisers held 171 shares of Invesco worth $4.51K as of Q2 2026.
Jackson Grant Investment Advisers left its Invesco share count unchanged in Q2 2026.
Invesco made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #368 holding.
Jackson Grant Investment Advisers first reported a position in Invesco in Q2 2022 and has held it in 17 quarters since.
225 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.