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Equibles

Institute for Wealth Management, LLC.

Position in IVZ — Invesco Ltd.

CIK 1533954 DENVER, CO
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,368,197
+$1,166,674 QoQ
Shares Held
28,742
+268.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
4 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $26,132,717 across 133 Asset Management names. IVZ ranks #4 (5.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
 128,547 $6,967,958
2 BXSL
Blackstone Secured Lending Fund
 115,773 $2,744,977
3 BX
Blackstone Inc.
 17,555 $2,065,696
4 IVZ
Invesco Ltd.
This page 		28,742 $1,368,197
5 KKR
KKR & Co. Inc.
 10,154 $931,934
6 CET
Central Securities Corp
 16,394 $859,865
7 ECF
Ellsworth Growth & Income Fund Ltd
 52,289 $690,737
8 GDV
Gabelli Dividend & Income Trust
 18,050 $530,670

All Filings in IVZ

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $55,577 2,106