Position in IVZ
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$4,257,962
+$3,899,057 QoQ
Shares Held
27,620
+615.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Derivatives in IVZ
reported options exposure · as of Jun 30, 2026CallValue
$2,208,087
CallShares
22,400
PutValue
$3,027,896
PutShares
27,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026Belvedere Trading LLC holds $5,235,052 across 5 Asset Management names. IVZ ranks #1 (81.3% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.