Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,603,150
+$374,489 QoQ
Shares Held
24,589
-2.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $14,020,133 across 50 Asset Management names. IVZ ranks #2 (25.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,999 | $5,768,397 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
24,589 | $3,603,150 | |
| 3 | RJF |
Raymond James Financial Inc
|
11,778 | $1,790,608 | |
| 4 | TROW |
Price T Rowe Group Inc
|
8,067 | $917,137 | |
| 5 | STT |
State Street Corp
|
2,646 | $386,938 | |
| 6 | AMP |
Ameriprise Financial Inc
|
788 | $361,502 | |
| 7 | BX |
Blackstone Inc.
|
1,846 | $217,218 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
3,633 | $154,729 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-06-30 | $6,064 | 376 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||