Position in IVZ
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,250,118
-$255,882 QoQ
Shares Held
40,934
-1.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Jaffetilchin Investment Partners, LLC holds $15,240,251 across 14 Asset Management names. IVZ ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
40,934 | $4,250,118 | |
| 2 | BX |
Blackstone Inc.
|
32,343 | $3,719,121 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
31,775 | $1,516,303 | |
| 4 | BLK |
BlackRock, Inc.
|
1,111 | $1,068,459 | |
| 5 | ARCC |
Ares Capital Corp
|
47,729 | $860,076 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
35,043 | $830,168 | |
| 7 | APO |
Apollo Global Management, Inc.
|
6,078 | $677,210 | |
| 8 | STT |
State Street Corp
|
10,819 | $534,134 |
No Holdings History
No holdings records found for this institution in IVZ.