Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,637,621
+$123,004 QoQ
Shares Held
24,689
+2.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 19%
None 81%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Investment Partners Asset Management, Inc. holds $10,038,930 across 18 Asset Management names. IVZ ranks #1 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
24,689 | $1,637,621 | |
| 2 | ARCC |
Ares Capital Corp
|
53,734 | $995,691 | |
| 3 | BX |
Blackstone Inc.
|
7,506 | $883,231 | |
| 4 | STT |
State Street Corp
|
14,874 | $797,395 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
31,726 | $752,223 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
25,522 | $704,151 | |
| 7 | IGR |
Cbre Global Real Estate Income Fund
|
50,841 | $703,135 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
36,350 | $677,564 |
No Holdings History
No holdings records found for this institution in IVZ.