Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,860,229
+$3,391,234 QoQ
Shares Held
62,104
+15.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Integrated Advisors Network LLC holds $48,557,157 across 19 Asset Management names. IVZ ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
202,555 | $23,834,646 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
62,104 | $6,860,229 | |
| 3 | BLK |
BlackRock, Inc.
|
4,861 | $4,674,143 | |
| 4 | STT |
State Street Corp
|
80,232 | $4,301,237 | |
| 5 | APO |
Apollo Global Management, Inc.
|
12,335 | $1,459,353 | |
| 6 | EQH |
Equitable Holdings, Inc.
|
31,648 | $1,388,714 | |
| 7 | KKR |
KKR & Co. Inc.
|
13,593 | $1,247,565 | |
| 8 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
31,285 | $863,153 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-03-31 | $1,294,473 | 56,135 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||