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Action Point Financial Planning’s Invesco IVZ Stock Holding History

Action Point Financial Planning’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 		$6.44K Buy
+247
New +$6.55K ﹤0.01% 1685

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

Action Point Financial Planning's IVZ Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Invesco (IVZ) in Q2 2026: 247 shares worth $6.44K. The stake represents ﹤0.01% of the portfolio and ranks #1685 among its holdings.

664 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Action Point Financial Planning held 247 shares of Invesco worth $6.44K as of Q2 2026.
  • Invesco was a new Action Point Financial Planning position in Q2 2026.
  • Invesco made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1685 holding.
  • 664 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.