Position in IVZ
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$15,185,780
+$9,360,545 QoQ
Shares Held
89,912
+117.9% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
1.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 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, 2026Redhawk Wealth Advisors, Inc. holds $23,419,345 across 9 Asset Management names. IVZ ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
89,912 | $15,185,780 | |
| 2 | VCTR |
Victory Capital Holdings, Inc.
|
36,434 | $3,062,642 | |
| 3 | AAMI |
Acadian Asset Management Inc.
|
35,281 | $2,523,297 | |
| 4 | BEN |
Franklin Templeton Inc
|
27,295 | $908,104 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
58,775 | $690,018 | |
| 6 | NMS |
Nuveen Minnesota Quality Municipal Income Fund
|
34,224 | $414,452 | |
| 7 | BX |
Blackstone Inc.
|
2,758 | $324,533 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
7,019 | $211,763 |
No Holdings History
No holdings records found for this institution in IVZ.