Position in IVZ
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$270,238
+$82,733 QoQ
Shares Held
1,796
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
9 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, 2026Darwin Wealth Management, LLC holds $5,630,622 across 25 Asset Management names. IVZ ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
49,682 | $2,663,452 | |
| 2 | KKR |
KKR & Co. Inc.
|
17,791 | $1,632,857 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
15,359 | $463,381 | |
| 4 | RJF |
Raymond James Financial Inc
|
2,450 | $372,473 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
1,796 | $270,238 | |
| 6 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
9,776 | $94,827 | |
| 7 | APO |
Apollo Global Management, Inc.
|
311 | $36,794 | |
| 8 | GDV |
Gabelli Dividend & Income Trust
|
848 | $24,931 |
No Holdings History
No holdings records found for this institution in IVZ.