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Planning Strategies’s Invesco IVZ Stock Holding History

Planning Strategies’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 		$924 Buy
+35
New +$928 ﹤0.01% 755

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Planning Strategies's IVZ Position: Q2 2026 in Review

Planning Strategies opened a new position in Invesco (IVZ) in Q2 2026: 35 shares worth $924. The stake represents ﹤0.01% of the portfolio and ranks #755 among its holdings.

627 funds tracked by Wall St. Rank hold IVZ as of Q2 2026.

  • Planning Strategies held 35 shares of Invesco worth $924 as of Q2 2026.
  • Invesco was a new Planning Strategies position in Q2 2026.
  • Invesco made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #755 holding.
  • 627 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.