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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
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 $2.17B 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

Pinnacle Wealth Planning Services's IVZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Invesco (IVZ) stake by 90% in Q1 2026, buying an estimated $48K and bringing the position to 3,871 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #835.

Pinnacle Wealth Planning Services first reported a position in IVZ in Q4 2020 and has held it in 3 quarters since. 631 funds tracked by Wall St. Rank hold IVZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,871 shares of Invesco worth $94K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,833 Invesco shares in Q1 2026, an estimated $48K.
  • Invesco made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #835 holding.
  • Pinnacle Wealth Planning Services first reported a position in Invesco in Q4 2020 and has held it in 3 quarters since.
  • 631 funds tracked by Wall St. Rank held Invesco as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.