Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$15,774,939
+$3,370,992 QoQ
Shares Held
127,494
-6.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.76%
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, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $65,839,253 across 60 Asset Management names. IVZ ranks #1 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
127,494 | $15,774,939 | |
| 2 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,200,896 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
121,510 | $4,888,347 | |
| 4 | BX |
Blackstone Inc.
|
35,897 | $4,223,999 | |
| 5 | BLK |
BlackRock, Inc.
|
3,279 | $3,152,955 | |
| 6 | AMP |
Ameriprise Financial Inc
|
6,138 | $2,815,868 | |
| 7 | STT |
State Street Corp
|
34,451 | $1,846,918 | |
| 8 | HTGC |
Hercules Capital, Inc.
|
98,614 | $1,555,142 |
No Holdings History
No holdings records found for this institution in IVZ.