Cornerstone Wealth Management’s Invesco IVZ Stock Holding History

Cornerstone Wealth 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 Q1	$233K	Sell	9,600 -1,600	-14%	-$41.9K	0.01%	638
2025 Q4	$294K	Buy	11,200 +500	+5%	+$12.2K	0.02%	557
2025 Q3	$245K	Sell	10,700 -500	-4%	-$10.4K	0.01%	588
2025 Q2	$177K	Buy	+11,200	New	+$161K	0.01%	623
2019 Q2	–	Sell	-4,285	Closed	-$360K	–	434
2019 Q1	$360K	Buy	+4,285	New	+$80.1K	0.04%	340
2018 Q4	–	Sell	-278,448	Closed	-$7.79M	–	747
2018 Q3	$7.79M	Buy	278,448 +92,056	+49%	+$2.3M	0.1%	208
2018 Q2	$6.96M	Buy	186,392 +177,916	+2,099%	+$5.12M	0.08%	257
2018 Q1	$262K	Buy	8,476 +1,038	+14%	+$35.8K	0.05%	316
2017 Q4	$272K	Sell	7,438 -355	-5%	-$12.8K	0.05%	321
2017 Q3	$278K	Buy	7,793 +2,193	+39%	+$74.9K	0.06%	297
2017 Q2	$203K	Buy	+5,600	New	+$183K	0.05%	354

Other funds holding IVZ

MMLI

Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Cornerstone Wealth Management's IVZ Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its Invesco (IVZ) stake by 14% in Q1 2026, selling an estimated $41.9K and leaving 9,600 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #638.

Cornerstone Wealth Management first reported a position in IVZ in Q2 2017 and has held it in 11 quarters since. The position peaked at $7.79M in Q3 2018. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

Cornerstone Wealth Management held 9,600 shares of Invesco worth $233K as of Q1 2026.
Cornerstone Wealth Management sold 1,600 Invesco shares in Q1 2026, an estimated $41.9K.
Invesco made up 0.01% of Cornerstone Wealth Management's portfolio in Q1 2026, its #638 holding.
Cornerstone Wealth Management first reported a position in Invesco in Q2 2017 and has held it in 11 quarters since.
Cornerstone Wealth Management's Invesco position peaked at $7.79M in Q3 2018.
631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.