Position in IVZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,133
+$20 QoQ
Shares Held
189
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $6,059,341 across 12 Asset Management names. IVZ ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
108,105 | $5,795,509 | |
| 2 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
6,350 | $124,841 | |
| 3 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
3,100 | $48,174 | |
| 4 | BX |
Blackstone Inc.
|
394 | $46,361 | |
| 5 | PFG |
Principal Financial Group Inc
|
158 | $17,029 | |
| 6 | RJF |
Raymond James Financial Inc
|
94 | $14,290 | |
| 7 | SEIC |
Sei Investments Co
|
61 | $5,350 | |
| 8 | IVZ |
Invesco Ltd.
This page
|
189 | $4,133 |
No Holdings History
No holdings records found for this institution in IVZ.