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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
Q2 		$5.79K 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

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

Cornerstone Planning Group's IVZ Position: Q2 2026 in Review

Cornerstone Planning Group increased its Invesco (IVZ) stake by 6.1% in Q2 2026, buying an estimated $292 and bringing the position to 190 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Cornerstone Planning Group first reported a position in IVZ in Q1 2024 and has held it in 10 quarters since. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cornerstone Planning Group held 190 shares of Invesco worth $5.79K as of Q2 2026.
  • Cornerstone Planning Group bought 11 Invesco shares in Q2 2026, an estimated $292.
  • Invesco made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1050 holding.
  • Cornerstone Planning Group first reported a position in Invesco in Q1 2024 and has held it in 10 quarters since.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.