SPL
IVZ icon

Superior Planning, LLC’s Invesco IVZ Stock Holding History

Superior Planning, LLC’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 		$1.84K Buy
+61
New +$1.88K ﹤0.01% 1592

Other funds holding IVZ

Massachusetts Mutual Life Insurance
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.67B AUM 24.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's IVZ Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Invesco (IVZ) in Q3 2026: 61 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #1592 among its holdings.

495 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Superior Planning, LLC held 61 shares of Invesco worth $1.84K as of Q3 2026.
  • Invesco was a new Superior Planning, LLC position in Q3 2026.
  • Invesco made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1592 holding.
  • 495 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.