Planning Strategies Inc.’s Invesco IVZ Stock Holding History

Planning Strategies Inc.’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

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Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

Planning Strategies Inc.'s IVZ Position: Q2 2026 in Review

Planning Strategies Inc. 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.

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

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

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