Position in IVZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,509,112
+$125,554 QoQ
Shares Held
57,185
+0.4% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#225
of 667 holders
Holding Since
Jun 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Buckley Wealth Management, LLC holds $2,307,206 across 2 Asset Management names. IVZ ranks #1 (65.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
57,185 | $1,509,112 | |
| 2 | BLK |
BlackRock, Inc.
|
830 | $798,094 |
All Filings in IVZ
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,509,112 | 57,185 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,383,558 | 56,960 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,546,252 | 58,860 | Shares | Sole | 2026-02-12 | |
| 2022-06-30 | $673,669 | 41,765 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $902,453 | 39,135 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $773,241 | 33,590 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $731,497 | 30,340 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $783,857 | 29,325 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||