Position in IVZ
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$38,760
+$7,873 QoQ
Shares Held
853
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Winch Advisory Services, LLC holds $374,427 across 11 Asset Management names. IVZ ranks #4 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
1,933 | $103,628 | |
| 2 | PFG |
Principal Financial Group Inc
|
564 | $60,787 | |
| 3 | BLK |
BlackRock, Inc.
|
41 | $39,423 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
853 | $38,760 | |
| 5 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
2,328 | $34,244 | |
| 6 | MAIN |
Main Street Capital CORP
|
606 | $31,439 | |
| 7 | NTRS |
Northern Trust Corp
|
126 | $21,903 | |
| 8 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
678 | $19,668 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2020-09-30 | $1,734 | 152 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||