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Equibles

BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in IVZ — Invesco Ltd.

CIK 1654599 MORRISTOWN, NJ
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$225,134
-$402,732 QoQ
Shares Held
2,773
-87.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
24 quarters on record
Voting authority Sole 20% Shared 0% None 80%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $3,767,194 across 34 Asset Management names. IVZ ranks #5 (6.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APO
Apollo Global Management, Inc.
 6,407 $758,012
2 BX
Blackstone Inc.
 6,021 $708,491
3 ARES
Ares Management Corp
 4,375 $486,981
4 STT
State Street Corp
 7,418 $475,392
5 IVZ
Invesco Ltd.
This page 		2,773 $225,134
6 AB
Alliancebernstein Holding L.P.
 4,860 $171,169
7 RJF
Raymond James Financial Inc
 975 $148,229
8 ARCC
Ares Capital Corp
 6,106 $113,144

All Filings in IVZ

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $465,153 19,150
2025-12-31 $419,847 15,982
2025-09-30 $346,921 15,123
2025-06-30 $238,489 15,123
2025-03-31 $244,039 16,087
2024-12-31 $281,200 16,087
2024-09-30 $282,487 16,087
2024-06-30 $240,661 16,087
2024-03-31 $266,883 16,087
2023-12-31 $286,956 16,085
2023-09-30 $232,915 16,041
2023-06-30 $266,925 15,879
2023-03-31 $260,350 15,875
2022-12-31 $288,505 16,037
2022-09-30 $219,706 16,037
2022-06-30 $259,015 16,058
2022-03-31 $371,012 16,089
2021-12-31 $370,368 16,089
2021-09-30 $387,881 16,088
2021-06-30 $420,543 15,733
2021-03-31 $786,964 31,204
2020-12-31 $543,885 31,204
2020-09-30 $356,037 31,204