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Avantax Planning Partners’s Invesco IVZ Stock Holding History

Avantax Planning Partners’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 		$216K Buy
+8,187
New +$217K 0.01% 433
2026
Q1 		– Sell
-8,187
Closed -$215K – 452
2025
Q4 		$215K Buy
+8,187
New +$200K 0.01% 410
2018
Q4 		– Sell
-1,383
Closed -$32K – 742
2018
Q3 		$32K Buy
+1,383
New +$34.6K ﹤0.01% 587
2018
Q2 		– Sell
-1,467
Closed -$47K – 842
2018
Q1 		$47K Buy
+1,467
New +$50.6K ﹤0.01% 544

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

Avantax Planning Partners's IVZ Position: Q2 2026 in Review

Avantax Planning Partners opened a new position in Invesco (IVZ) in Q2 2026: 8,187 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #433 among its holdings. This is a return to the name: Avantax Planning Partners previously reported a position in IVZ as recently as Q4 2025.

Avantax Planning Partners first reported a position in IVZ in Q1 2018 and has held it in 4 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Avantax Planning Partners held 8,187 shares of Invesco worth $216K as of Q2 2026.
  • Invesco was a new Avantax Planning Partners position in Q2 2026.
  • Invesco made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #433 holding.
  • Avantax Planning Partners first reported a position in Invesco in Q1 2018 and has held it in 4 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.