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Equibles

KESTRA PRIVATE WEALTH SERVICES, LLC

Position in IVZ — Invesco Ltd.

CIK 1649451 AUSTIN, TX
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$50,116,211
+$8,419,687 QoQ
Shares Held
459,474
-3.2% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 quarters on record

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $117,818,151 across 92 Asset Management names. IVZ ranks #1 (42.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		459,474 $50,116,211
2 BLK
BlackRock, Inc.
 10,740 $10,327,154
3 STT
State Street Corp
 145,045 $8,390,841
4 BX
Blackstone Inc.
 63,656 $7,490,401
5 BN
BROOKFIELD Corp /ON/
 65,709 $2,798,546
6 CEF
Sprott Physical Gold & Silver Trust
 51,444 $2,069,592
7 PHYS
Sprott Physical Gold Trust
 62,900 $1,897,693
8 AMP
Ameriprise Financial Inc
 3,884 $1,781,823

All Filings in IVZ

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,151,870 43,648
2026-03-31 $1,066,136 43,892
2025-12-31 $1,158,034 44,082
2025-09-30 $1,110,846 48,424
2025-06-30 $762,542 48,354
2025-03-31 $821,804 54,173
2024-12-31 $1,050,513 60,098
2024-09-30 $1,082,960 61,672
2024-06-30 $1,166,730 77,990
2024-03-31 $1,352,284 81,512
2023-12-31 $1,477,080 82,796
2023-09-30 $1,013,045 69,769
2023-06-30 $1,031,159 61,342
2023-03-31 $904,525 55,154
2022-12-31 $952,732 52,959
2022-09-30 $210,856 15,391
2022-06-30 $230,691 14,302
2022-03-31 $373,641 16,203
2021-12-31 $430,082 18,683
2021-09-30 $421,587 17,486
2021-06-30 $363,180 13,587
2021-03-31 $477,061 18,916
2020-12-31 $401,273 23,022
2020-09-30 $298,360 26,149