UFPG
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United Financial Planning Group’s Invesco IVZ Stock Holding History

United Financial Planning Group’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 		$4.7K Buy
+178
New +$4.72K ﹤0.01% 385

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

United Financial Planning Group's IVZ Position: Q2 2026 in Review

United Financial Planning Group opened a new position in Invesco (IVZ) in Q2 2026: 178 shares worth $4.7K. The stake represents ﹤0.01% of the portfolio and ranks #385 among its holdings.

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

  • United Financial Planning Group held 178 shares of Invesco worth $4.7K as of Q2 2026.
  • Invesco was a new United Financial Planning Group position in Q2 2026.
  • Invesco made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #385 holding.
  • 668 funds tracked by Wall St. Rank held Invesco as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.