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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
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 $2.17B 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

Cornerstone Planning Group's IVZ Position: Q1 2026 in Review

Cornerstone Planning Group increased its Invesco (IVZ) stake by 25% in Q1 2026, buying an estimated $942 and bringing the position to 179 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Cornerstone Planning Group first reported a position in IVZ in Q1 2024 and has held it in 9 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Cornerstone Planning Group held 179 shares of Invesco worth $4.79K as of Q1 2026.
  • Cornerstone Planning Group bought 36 Invesco shares in Q1 2026, an estimated $942.
  • Invesco made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #1096 holding.
  • Cornerstone Planning Group first reported a position in Invesco in Q1 2024 and has held it in 9 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.