PWPS
IVZ icon

Pinnacle Wealth Planning Services’s Invesco IVZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$54.9K Sell
2,081
-1,790
-46% -$47.5K 0.01% 1210
2026
Q1 		$94K Buy
3,871
+1,833
+90% +$48K 0.01% 835
2025
Q4 		$53.5K Buy
+2,038
New +$49.8K 0.01% 1154
2021
Q1 		– Sell
-1,518
Closed -$26K – 1145
2020
Q4 		$26K Buy
+1,518
New +$23.4K 0.01% 1053

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

Pinnacle Wealth Planning Services's IVZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Invesco (IVZ) stake by 46% in Q2 2026, selling an estimated $47.5K and leaving 2,081 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #1210.

Pinnacle Wealth Planning Services first reported a position in IVZ in Q4 2020 and has held it in 4 quarters since. The position peaked at $94K in Q1 2026. 670 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,081 shares of Invesco worth $54.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 1,790 Invesco shares in Q2 2026, an estimated $47.5K.
  • Invesco made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1210 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Invesco position peaked at $94K in Q1 2026.
  • 670 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.