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Wealth Management Associates’s Invesco IVZ Stock Holding History

Wealth Management Associates’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 		$514K Buy
19,460
+500
+3% +$13.3K 0.14% 132
2026
Q1 		$461K Sell
18,960
-450
-2% -$11.8K 0.16% 126
2025
Q4 		$510K Buy
+19,410
New +$474K 0.18% 102
2022
Q3 		– Sell
-20,080
Closed -$324K – 183
2022
Q2 		$324K Hold
20,080
– – 0.22% 117
2022
Q1 		$463K Buy
20,080
+4,715
+31% +$105K 0.26% 100
2021
Q4 		$354K Hold
15,365
– – 0.19% 136
2021
Q3 		$370K Hold
15,365
– – 0.22% 119
2021
Q2 		$411K Buy
+15,365
New +$419K 0.23% 117

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

Wealth Management Associates's IVZ Position: Q2 2026 in Review

Wealth Management Associates increased its Invesco (IVZ) stake by 2.6% in Q2 2026, buying an estimated $13.3K and bringing the position to 19,460 shares worth $514K. The position accounts for 0.14% of the portfolio, ranked #132.

Wealth Management Associates first reported a position in IVZ in Q2 2021 and has held it in 8 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Wealth Management Associates held 19,460 shares of Invesco worth $514K as of Q2 2026.
  • Wealth Management Associates bought 500 Invesco shares in Q2 2026, an estimated $13.3K.
  • Invesco made up 0.14% of Wealth Management Associates's portfolio in Q2 2026, its #132 holding.
  • Wealth Management Associates first reported a position in Invesco in Q2 2021 and has held it in 8 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.