Position in IVZ
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,098,879
+$345,120 QoQ
Shares Held
45,240
+60.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Wealthstar Advisors, LLC holds $6,598,735 across 6 Asset Management names. IVZ ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLX |
Sixth Street Specialty Lending, Inc.
|
129,524 | $2,380,651 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
108,997 | $1,864,938 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
45,240 | $1,098,879 | |
| 4 | MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
|
82,886 | $581,859 | |
| 5 | FSK |
FS KKR Capital Corp
|
42,566 | $433,321 | |
| 6 | AMP |
Ameriprise Financial Inc
|
538 | $239,087 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,098,879 | 45,240 | Shares | Sole | 2026-04-27 | |
| 2021-06-30 | $753,759 | 28,199 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $345,040 | 38,000 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||