Position in IVZ
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,811,802
+$181,982 QoQ
Shares Held
192,202
-0.3% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $15,561,129 across 13 Asset Management names. IVZ ranks #3 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
324,687 | $4,224,177 | |
| 2 | PFG |
Principal Financial Group Inc
|
35,611 | $3,838,153 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
192,202 | $2,811,802 | |
| 4 | BLK |
BlackRock, Inc.
|
1,507 | $1,449,070 | |
| 5 | STT |
State Street Corp
|
15,912 | $853,042 | |
| 6 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
49,635 | $475,006 | |
| 7 | BX |
Blackstone Inc.
|
3,181 | $374,308 | |
| 8 | ETG |
Eaton Vance Tax-Advantaged Global Dividend Income Fund
|
15,655 | $368,518 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,054 | 8,187 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $215,072 | 8,187 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||