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
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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jackson Thornton Wealth Management's IVZ Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Invesco (IVZ) stake by 5.8% in Q1 2026, buying an estimated $18.2K and bringing the position to 12,661 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #186.

Jackson Thornton Wealth Management first reported a position in IVZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $338K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Jackson Thornton Wealth Management held 12,661 shares of Invesco worth $299K as of Q1 2026.
  • Jackson Thornton Wealth Management bought 697 Invesco shares in Q1 2026, an estimated $18.2K.
  • Invesco made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #186 holding.
  • Jackson Thornton Wealth Management first reported a position in Invesco in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's Invesco position peaked at $338K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.