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Cornerstone Select Advisors’s Invesco IVZ Stock Holding History

Cornerstone Select Advisors’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 		$209K Sell
7,923
-545
-6% -$14.4K 0.09% 139
2026
Q1 		$206K Buy
8,468
+222
+3% +$5.81K 0.13% 121
2025
Q4 		$217K Buy
+8,246
New +$201K 0.15% 105

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 Select Advisors's IVZ Position: Q2 2026 in Review

Cornerstone Select Advisors reduced its Invesco (IVZ) stake by 6.4% in Q2 2026, selling an estimated $14.4K and leaving 7,923 shares worth $209K. The position accounts for 0.09% of the portfolio, ranked #139.

Cornerstone Select Advisors first reported a position in IVZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $217K in Q4 2025. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Cornerstone Select Advisors held 7,923 shares of Invesco worth $209K as of Q2 2026.
  • Cornerstone Select Advisors sold 545 Invesco shares in Q2 2026, an estimated $14.4K.
  • Invesco made up 0.09% of Cornerstone Select Advisors's portfolio in Q2 2026, its #139 holding.
  • Cornerstone Select Advisors first reported a position in Invesco in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Select Advisors's Invesco position peaked at $217K in Q4 2025.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Cornerstone Select Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.