Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$8,567,905
+$3,236,643 QoQ
Shares Held
162,745
+40.9% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Wealthspire Advisors, LLC holds $63,595,439 across 46 Asset Management names. IVZ ranks #1 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
162,745 | $8,567,905 | |
| 2 | UTG |
Reaves Utility Income Fund
|
159,511 | $6,495,287 | |
| 3 | BX |
Blackstone Inc.
|
52,520 | $6,180,028 | |
| 4 | EIM |
Eaton Vance Municipal Bond Fund
|
563,559 | $5,613,047 | |
| 5 | STT |
State Street Corp
|
97,277 | $5,215,019 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
374,135 | $4,818,858 | |
| 7 | APO |
Apollo Global Management, Inc.
|
31,445 | $3,720,257 | |
| 8 | BLK |
BlackRock, Inc.
|
3,342 | $3,213,533 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 | $55,652 | 2,426 | Shares | Sole | 2025-11-14 | |
| 2021-03-31 | $249,829 | 9,906 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||