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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
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 $2.17B AUM 48.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Avantax Planning Partners's IVZ Position: Q1 2026 in Review

Avantax Planning Partners sold out of Invesco (IVZ) in Q1 2026, closing a stake of 8,187 shares — an estimated $215K sold.

Avantax Planning Partners first reported a position in IVZ in Q1 2018 and held it in 3 quarters. The position peaked at $215K in Q4 2025. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Avantax Planning Partners reported no remaining Invesco position as of Q1 2026 after selling out during the quarter.
  • Avantax Planning Partners sold 8,187 Invesco shares in Q1 2026, an estimated $215K.
  • Avantax Planning Partners first reported a position in Invesco in Q1 2018 and held it in 3 quarters.
  • Avantax Planning Partners's Invesco position peaked at $215K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.