Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,757,523
+$8,186,285 QoQ
Shares Held
111,422
+3.5% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Apriem Advisors holds $39,734,622 across 12 Asset Management names. IVZ ranks #1 (85.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
111,422 | $33,757,523 | |
| 2 | BX |
Blackstone Inc.
|
21,616 | $2,543,554 | |
| 3 | NKX |
Nuveen California Amt-Free Quality Municipal Income Fund
|
45,436 | $569,313 | |
| 4 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
47,848 | $525,849 | |
| 5 | NAC |
Nuveen California Quality Municipal Income Fund
|
33,120 | $401,414 | |
| 6 | EVV |
Eaton Vance Ltd Duration Income Fund
|
39,129 | $366,638 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
10,871 | $327,978 | |
| 8 | DBL |
DoubleLine Opportunistic Credit Fund
|
20,110 | $289,181 |
No Holdings History
No holdings records found for this institution in IVZ.