Position in IVZ
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,477,840
+$378,961 QoQ
Shares Held
56,000
+23.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#229
of 667 holders
Holding Since
Mar 2020
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Wealthstar Advisors, LLC holds $6,755,888 across 6 Asset Management names. IVZ ranks #3 (21.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TSLX |
Sixth Street Specialty Lending, Inc.
|
125,488 | $2,154,628 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
107,025 | $1,787,317 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
56,000 | $1,477,840 | |
| 4 | MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
|
87,993 | $642,348 | |
| 5 | FSK |
FS KKR Capital Corp
|
42,566 | $446,943 | |
| 6 | AMP |
Ameriprise Financial Inc
|
538 | $246,812 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,477,840 | 56,000 | Shares | Sole | 2026-07-30 | |
| 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. | ||||||