Position in IVZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$51,987,218
+$15,185,998 QoQ
Shares Held
1,969,959
+30.0% QoQ
Ownership
0.446%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#29
of 663 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. IVZ ranks #1 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
1,969,959 | $51,987,218 | |
| 2 | BLK |
BlackRock, Inc.
|
50,374 | $48,437,623 | |
| 3 | STT |
State Street Corp
|
269,468 | $45,701,772 | |
| 4 | BX |
Blackstone Inc.
|
256,063 | $30,130,933 | |
| 5 | TROW |
Price T Rowe Group Inc
|
215,256 | $24,472,454 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
662,675 | $19,992,904 | |
| 7 | AMP |
Ameriprise Financial Inc
|
33,437 | $15,339,558 | |
| 8 | BEN |
Franklin Resources Inc
|
446,300 | $14,848,401 |
All Filings in IVZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,987,218 | 1,969,959 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $36,801,220 | 1,515,077 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $50,468,820 | 1,921,158 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,044,230 | 176,296 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,032,469 | 128,882 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,743,882 | 114,956 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,464,050 | 140,964 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,450,508 | 82,603 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $178,772 | 11,950 | Shares | Sole | 2024-07-16 | |
| No filing history on record for this holder in this stock. | ||||||