Position in IVZ
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$470,209
+$50,810 QoQ
Shares Held
1,552
-12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
3 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, 2026BIP Wealth, LLC holds $19,335,883 across 12 Asset Management names. IVZ ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
515,018 | $15,538,093 | |
| 2 | BX |
Blackstone Inc.
|
8,173 | $961,716 | |
| 3 | BLK |
BlackRock, Inc.
|
765 | $735,593 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
1,552 | $470,209 | |
| 5 | STT |
State Street Corp
|
7,304 | $391,567 | |
| 6 | ARCC |
Ares Capital Corp
|
19,265 | $356,980 | |
| 7 | BPRE |
Bluerock Private Real Estate Fund
|
19,009 | $247,307 | |
| 8 | CRF |
Cornerstone Total Return Fund Inc
|
23,712 | $170,252 |
No Holdings History
No holdings records found for this institution in IVZ.