BSC
IVZ icon

BOLTON SECURITIES CORPORATION’s Invesco IVZ Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$492K Buy
16,300
+6,321
+63% +$195K 0.02% 617
2026
Q2 		$263K Buy
9,979
+23
+0.2% +$610 0.01% 812
2026
Q1 		$242K Sell
9,956
-3,583
-26% -$93.7K 0.01% 759
2025
Q4 		$356K Buy
13,539
+3,617
+36% +$88.3K 0.02% 626
2025
Q3 		$228K Buy
9,922
+1,122
+13% +$23.3K 0.01% 714
2025
Q2 		$139K Buy
8,800
+5,786
+192% +$83.1K 0.01% 816
2025
Q1 		$45.7K Buy
+3,014
New +$51.4K ﹤0.01% 1074

Other funds holding IVZ

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.8B AUM 34.14% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IVZ Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Invesco (IVZ) stake by 63% in Q3 2026, buying an estimated $195K and bringing the position to 16,300 shares worth $492K. The position accounts for 0.02% of the portfolio, ranked #617.

BOLTON SECURITIES CORPORATION first reported a position in IVZ in Q1 2025 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 16,300 shares of Invesco worth $492K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 6,321 Invesco shares in Q3 2026, an estimated $195K.
  • Invesco made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #617 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Invesco in Q1 2025 and has held it in 7 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.