Position in IVZ
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$36,837,932
+$28,290,330 QoQ
Shares Held
247,998
+236.4% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
20 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, 2026Proficio Capital Partners LLC holds $62,498,603 across 15 Asset Management names. IVZ ranks #1 (58.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
247,998 | $36,837,932 | |
| 2 | PSUS |
Pershing Square USA, Ltd.
|
222,730 | $8,325,647 | |
| 3 | BX |
Blackstone Inc.
|
49,947 | $5,877,263 | |
| 4 | KKR |
KKR & Co. Inc.
|
33,372 | $3,062,882 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
89,840 | $2,710,472 | |
| 6 | PS |
Pershing Square Inc.
|
44,400 | $1,458,984 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
56,557 | $1,340,966 | |
| 8 | BLK |
BlackRock, Inc.
|
786 | $755,786 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $357,056 | 13,530 | Shares | Sole | 2026-08-17 | |
| No filing history on record for this holder in this stock. | ||||||