Cornerstone Planning Group
IVZ icon

Cornerstone Planning Group’s Invesco IVZ Stock Holding History

Cornerstone Planning Group’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 		– Sell
-190
Closed -$5.78K – 937
2026
Q2 		$5.78K Buy
190
+11
+6% +$292 ﹤0.01% 1050
2026
Q1 		$4.79K Buy
179
+36
+25% +$942 ﹤0.01% 1096
2025
Q4 		$3.94K Buy
143
+40
+39% +$977 ﹤0.01% 1037
2025
Q3 		$2.42K Buy
103
+12
+13% +$249 ﹤0.01% 1124
2025
Q2 		$1.93K Sell
91
-209
-70% -$3K ﹤0.01% 960
2025
Q1 		$4.05K Buy
300
+53
+21% +$904 ﹤0.01% 790
2024
Q4 		$4.38K Hold
247
– – ﹤0.01% 610
2024
Q3 		$4.43K Hold
247
– – ﹤0.01% 587
2024
Q2 		$3.7K Buy
247
+147
+147% +$2.26K ﹤0.01% 636
2024
Q1 		$1.48K Buy
+100
New +$1.61K ﹤0.01% 711

Other funds holding IVZ

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Poehling Capital Management
Poehling Capital Management Madison, Wisconsin $486M AUM 18.52% 1-Year Est. Return
Del-Sette Capital Management
Del-Sette Capital Management Schenectady, New York $172M AUM 22.05% 1-Year Est. Return
Vista Investment Partners
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return
Cacti Asset Management
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Vista Investment Partners II
Vista Investment Partners II Richmond, Indiana $248M AUM 31.15% 1-Year Est. Return

Cornerstone Planning Group's IVZ Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Invesco (IVZ) in Q3 2026, closing a stake of 190 shares — an estimated $5.78K sold.

Cornerstone Planning Group first reported a position in IVZ in Q1 2024 and held it in 10 quarters. The position peaked at $5.78K in Q2 2026. 134 funds tracked by Wall St. Rank hold IVZ as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Invesco position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 190 Invesco shares in Q3 2026, an estimated $5.78K.
  • Cornerstone Planning Group first reported a position in Invesco in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Invesco position peaked at $5.78K in Q2 2026.
  • 134 funds tracked by Wall St. Rank held Invesco as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.