Position in IVZ
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$575,714
+$205,083 QoQ
Shares Held
6,230
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Harbour Capital Advisors, LLC holds $7,282,761 across 9 Asset Management names. IVZ ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,087 | $3,929,895 | |
| 2 | SII |
Sprott Inc.
|
13,135 | $1,475,717 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
6,230 | $575,714 | |
| 4 | TEI |
Templeton Emerging Markets Income Fund
|
48,049 | $323,850 | |
| 5 | BX |
Blackstone Inc.
|
2,179 | $256,402 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
9,883 | $234,325 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
5,175 | $220,403 | |
| 8 | SABA |
Saba Capital Income & Opportunities Fund II
|
17,505 | $146,166 |
No Holdings History
No holdings records found for this institution in IVZ.