Position in IVZ
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$6,645,615
+$3,365,565 QoQ
Shares Held
34,470
+33.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.42%
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, 2026YHB Investment Advisors, Inc. holds $13,858,840 across 9 Asset Management names. IVZ ranks #1 (48.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
34,470 | $6,645,615 | |
| 2 | BLK |
BlackRock, Inc.
|
3,223 | $3,099,107 | |
| 3 | APO |
Apollo Global Management, Inc.
|
12,187 | $1,441,843 | |
| 4 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
82,213 | $868,991 | |
| 5 | STT |
State Street Corp
|
8,763 | $469,784 | |
| 6 | BX |
Blackstone Inc.
|
3,910 | $460,089 | |
| 7 | CEF |
Sprott Physical Gold & Silver Trust
|
11,105 | $446,754 | |
| 8 | AMP |
Ameriprise Financial Inc
|
478 | $219,287 |
No Holdings History
No holdings records found for this institution in IVZ.