JTWM
IVZ icon

Jackson Thornton Wealth Management’s Invesco IVZ Stock Holding History

Jackson Thornton 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 		$329K Sell
12,465
-196
-2% -$5.2K 0.03% 257
2026
Q1 		$299K Buy
12,661
+697
+6% +$18.2K 0.03% 186
2025
Q4 		$338K Buy
11,964
+2,366
+25% +$57.8K 0.03% 171
2025
Q3 		$230K Buy
+9,598
New +$199K 0.02% 247

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jackson Thornton Wealth Management's IVZ Position: Q2 2026 in Review

Jackson Thornton Wealth Management reduced its Invesco (IVZ) stake by 1.5% in Q2 2026, selling an estimated $5.2K and leaving 12,465 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #257.

Jackson Thornton Wealth Management first reported a position in IVZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $338K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Jackson Thornton Wealth Management held 12,465 shares of Invesco worth $329K as of Q2 2026.
  • Jackson Thornton Wealth Management sold 196 Invesco shares in Q2 2026, an estimated $5.2K.
  • Invesco made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Jackson Thornton Wealth Management first reported a position in Invesco in Q3 2025 and has held it in 4 quarters since.
  • Jackson Thornton Wealth Management's Invesco position peaked at $338K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.