Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,389,456
+$2,322,066 QoQ
Shares Held
62,208
+57.6% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MISSION WEALTH MANAGEMENT, LP holds $35,482,030 across 26 Asset Management names. IVZ ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,160 | $13,615,689 | |
| 2 | STT |
State Street Corp
|
80,770 | $4,618,894 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
62,208 | $3,389,456 | |
| 4 | KKR |
KKR & Co. Inc.
|
26,263 | $2,410,418 | |
| 5 | BX |
Blackstone Inc.
|
18,743 | $2,205,488 | |
| 6 | NTRS |
Northern Trust Corp
|
11,078 | $1,925,799 | |
| 7 | AMG |
Affiliated Managers Group, Inc.
|
3,864 | $1,307,577 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,945 | $892,288 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,169 | 9,025 | Shares | Sole | 2026-07-20 | |
| No filing history on record for this holder in this stock. | ||||||