Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,873,424
+$3,082,496 QoQ
Shares Held
432,272
+0.3% QoQ
Ownership
0.098%
of shares outstanding
% of Portfolio
0.71%
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, 2026Ausdal Financial Partners, Inc. holds $56,628,317 across 39 Asset Management names. IVZ ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
432,272 | $17,873,424 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
267,799 | $8,079,495 | |
| 3 | STT |
State Street Corp
|
147,595 | $7,912,567 | |
| 4 | BX |
Blackstone Inc.
|
18,637 | $2,193,015 | |
| 5 | BPRE |
Bluerock Private Real Estate Fund
|
127,607 | $1,660,166 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
84,557 | $1,595,590 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
125,274 | $1,507,046 | |
| 8 | GOF |
Guggenheim Strategic Opportunities Fund
|
126,215 | $1,378,267 |
No Holdings History
No holdings records found for this institution in IVZ.