Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,568,408
+$5,290,978 QoQ
Shares Held
346,542
+5.3% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026IFP Advisors, Inc holds $66,621,489 across 172 Asset Management names. IVZ ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
346,542 | $22,568,408 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
195,814 | $7,877,597 | |
| 3 | TSLX |
Sixth Street Specialty Lending, Inc.
|
305,604 | $5,247,220 | |
| 4 | BLK |
BlackRock, Inc.
|
5,408 | $4,927,427 | |
| 5 | KKR |
KKR & Co. Inc.
|
40,898 | $3,753,618 | |
| 6 | STT |
State Street Corp
|
50,518 | $2,842,238 | |
| 7 | IQI |
Invesco Quality Municipal Income Trust
|
182,631 | $1,848,225 | |
| 8 | APO |
Apollo Global Management, Inc.
|
13,150 | $1,555,776 |
All Filings in IVZ
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,096 | 10,879 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $172,920 | 7,119 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $85,955 | 3,272 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $46,109 | 2,010 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $33,542 | 2,127 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $20,722 | 1,366 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $22,059 | 1,262 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $9,552 | 544 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $5,310 | 355 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,142 | 310 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $5,316 | 298 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,657 | 183 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $168,368 | 10,016 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $169,953 | 10,363 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $447 | 16,041 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $269,903 | 19,701 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $276,371 | 17,134 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $395,110 | 17,134 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $230,982 | 10,034 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $266,102 | 11,037 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $351,285 | 13,142 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $4,164,275 | 165,118 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $46,067 | 2,643 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $32,826 | 2,877 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $30,321 | 2,818 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $35,611 | 3,922 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||