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 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 $2.17B 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

Wealth Management Associates's IVZ Position: Q1 2026 in Review

Wealth Management Associates reduced its Invesco (IVZ) stake by 2.3% in Q1 2026, selling an estimated $11.8K and leaving 18,960 shares worth $461K. The position accounts for 0.16% of the portfolio, ranked #126.

Wealth Management Associates first reported a position in IVZ in Q2 2021 and has held it in 7 quarters since. The position peaked at $510K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Wealth Management Associates held 18,960 shares of Invesco worth $461K as of Q1 2026.
Wealth Management Associates sold 450 Invesco shares in Q1 2026, an estimated $11.8K.
Invesco made up 0.16% of Wealth Management Associates's portfolio in Q1 2026, its #126 holding.
Wealth Management Associates first reported a position in Invesco in Q2 2021 and has held it in 7 quarters since.
Wealth Management Associates's Invesco position peaked at $510K in Q4 2025.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.