Position in IVZ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$815,297
-$689,144 QoQ
Shares Held
23,388
-44.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026First Affirmative Financial Network holds $4,051,038 across 15 Asset Management names. IVZ ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
23,388 | $815,297 | |
| 2 | ARCC |
Ares Capital Corp
|
42,679 | $769,075 | |
| 3 | BLK |
BlackRock, Inc.
|
458 | $440,463 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
22,548 | $285,457 | |
| 5 | TSLX |
Sixth Street Specialty Lending, Inc.
|
15,121 | $277,923 | |
| 6 | SLRC |
SLR Investment Corp.
|
17,108 | $244,815 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
6,215 | $228,401 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
15,468 | $171,076 |
No Holdings History
No holdings records found for this institution in IVZ.