Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$319,880
-$781,558 QoQ
Shares Held
13,051
+116.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 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, 2026Fort Point Capital Partners LLC holds $6,498,051 across 13 Asset Management names. IVZ ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
50,000 | $1,508,500 | |
| 2 | VCTR |
Victory Capital Holdings, Inc.
|
13,152 | $1,105,557 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,820 | $834,943 | |
| 4 | APO |
Apollo Global Management, Inc.
|
5,020 | $593,916 | |
| 5 | OTF |
Blue Owl Technology Finance Corp.
|
55,646 | $575,936 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
60,130 | $526,137 | |
| 7 | IVZ |
Invesco Ltd.
This page
|
13,051 | $319,880 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
23,470 | $255,118 |
No Holdings History
No holdings records found for this institution in IVZ.