Waverly Advisors’s Invesco IVZ Stock Holding History

Waverly Advisors’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	$421K	Buy	17,335 +634	+4%	+$16.6K	﹤0.01%	1159
2025 Q4	$439K	Buy	16,701 +5,536	+50%	+$135K	﹤0.01%	1059
2025 Q3	$256K	Buy	+11,165	New	+$232K	﹤0.01%	1102
2015 Q4	–	Sell	-659	Closed	-$21K	–	260
2015 Q3	$21K	Buy	+659	New	+$23.4K	0.01%	261
2014 Q4	–	Sell	-7,391	Closed	-$292K	–	545
2014 Q3	$292K	Hold	7,391	–	–	0.16%	80
2014 Q2	$279K	Hold	7,391	–	–	0.12%	89
2014 Q1	$273K	Buy	7,391 +205	+3%	+$7.1K	0.12%	89
2013 Q4	$262K	Buy	+7,186	New	+$244K	0.09%	123

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

Waverly Advisors's IVZ Position: Q1 2026 in Review

Waverly Advisors increased its Invesco (IVZ) stake by 3.8% in Q1 2026, buying an estimated $16.6K and bringing the position to 17,335 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Waverly Advisors first reported a position in IVZ in Q4 2013 and has held it in 8 quarters since. The position peaked at $439K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Waverly Advisors held 17,335 shares of Invesco worth $421K as of Q1 2026.
Waverly Advisors bought 634 Invesco shares in Q1 2026, an estimated $16.6K.
Invesco made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1159 holding.
Waverly Advisors first reported a position in Invesco in Q4 2013 and has held it in 8 quarters since.
Waverly Advisors's Invesco position peaked at $439K in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.