Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,856,136
+$2,721,394 QoQ
Shares Held
36,734
+364.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $24,411,130 across 20 Asset Management names. IVZ ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
132,041 | $5,623,626 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
36,734 | $3,856,136 | |
| 3 | STT |
State Street Corp
|
58,608 | $3,738,627 | |
| 4 | ASST |
Strive, Inc.
|
291,087 | $3,175,759 | |
| 5 | BLK |
BlackRock, Inc.
|
1,950 | $1,875,042 | |
| 6 | BX |
Blackstone Inc.
|
13,519 | $1,590,780 | |
| 7 | BAM |
Brookfield Asset Management Ltd.
|
25,503 | $1,143,809 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,783 | $817,969 |
No Holdings History
No holdings records found for this institution in IVZ.