Position in IVZ
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,521,866
+$90,107 QoQ
Shares Held
12,590
-17.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026SHEETS SMITH WEALTH MANAGEMENT holds $9,006,493 across 10 Asset Management names. IVZ ranks #3 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
3,442 | $3,309,689 | |
| 2 | BX |
Blackstone Inc.
|
16,149 | $1,900,252 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
12,590 | $1,521,866 | |
| 4 | PIM |
Franklin Master Intermediate Income Trust
|
224,014 | $723,565 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
1,227 | $415,216 | |
| 6 | CHY |
Calamos Convertible & High Income Fund
|
26,681 | $363,395 | |
| 7 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
11,942 | $329,479 | |
| 8 | JFR |
Nuveen Floating Rate Income Fund
|
26,010 | $199,496 |
No Holdings History
No holdings records found for this institution in IVZ.