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Cornerstone Financial Management’s Invesco IVZ Stock Holding History

Cornerstone Financial Management’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 		$1.45K Buy
55
+18
+49% +$477 ﹤0.01% 955
2026
Q1 		$899 Hold
37
– – ﹤0.01% 1012
2025
Q4 		$972 Buy
+37
New +$904 ﹤0.01% 945

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's IVZ Position: Q2 2026 in Review

Cornerstone Financial Management increased its Invesco (IVZ) stake by 49% in Q2 2026, buying an estimated $477 and bringing the position to 55 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Cornerstone Financial Management first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cornerstone Financial Management held 55 shares of Invesco worth $1.45K as of Q2 2026.
  • Cornerstone Financial Management bought 18 Invesco shares in Q2 2026, an estimated $477.
  • Invesco made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #955 holding.
  • Cornerstone Financial Management first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.