Position in IVZ
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,105,684
-$3,480,423 QoQ
Shares Held
30,199
-51.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Sunbelt Securities, Inc. holds $51,247,616 across 113 Asset Management names. IVZ ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,186,168 | $19,702,250 | |
| 2 | ARCC |
Ares Capital Corp
|
228,982 | $4,126,255 | |
| 3 | BX |
Blackstone Inc.
|
28,647 | $3,294,118 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
30,199 | $2,105,684 | |
| 5 | SLRC |
SLR Investment Corp.
|
131,347 | $1,879,575 | |
| 6 | SCM |
Stellus Capital Investment Corp
|
203,190 | $1,871,379 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
65,438 | $1,550,226 | |
| 8 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
69,019 | $1,412,128 |
All Filings in IVZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 | $18,279 | 1,041 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $15,573 | 1,041 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $15,743 | 949 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $16,930 | 949 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $13,779 | 949 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $15,952 | 949 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $15,563 | 949 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||