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Equibles

Wealthcare Advisory Partners LLC

Position in IVZ — Invesco Ltd.

CIK 1683059 WEST CHESTER, PA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 9, 2026
Position Value
$67,580,958
-$9,886,329 QoQ
Shares Held
1,649,436
+0.5% QoQ
Ownership
0.374%
of shares outstanding
% of Portfolio
1.29%
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, 2026

Wealthcare Advisory Partners LLC holds $131,650,935 across 47 Asset Management names. IVZ ranks #1 (51.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		1,649,436 $67,580,958
2 PHYS
Sprott Physical Gold Trust
 545,634 $16,461,777
3 PDI
PIMCO Dynamic Income Fund
 436,792 $7,294,426
4 ARCC
Ares Capital Corp
 264,044 $4,892,735
5 APO
Apollo Global Management, Inc.
 33,725 $3,990,004
6 PSLV
Sprott Physical Silver Trust
 205,537 $3,878,483
7 CEF
Sprott Physical Gold & Silver Trust
 79,900 $3,214,377
8 BX
Blackstone Inc.
 20,925 $2,462,244

All Filings in IVZ

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22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $930,379 35,255
2026-03-31 $911,846 37,540
2025-12-31 $1,079,381 41,088
2025-09-30 $863,438 37,639
2025-06-30 $614,730 38,981
2025-03-31 $562,791 37,099
2024-12-31 $603,671 34,535
2024-09-30 $617,023 35,138
2024-06-30 $553,355 36,989
2024-03-31 $635,131 38,284
2023-12-31 $623,632 34,957
2023-09-30 $437,894 30,158
2023-06-30 $501,055 29,807
2023-03-31 $473,008 28,842
2022-12-31 $512,625 28,495
2022-09-30 $417,397 30,467
2022-06-30 $670,475 41,567
2022-03-31 $1,049,737 45,522
2021-12-31 $1,057,078 45,920
2021-09-30 $1,107,131 45,920
2021-06-30 $1,268,552 47,458
2021-03-31 $1,143,626 45,346