Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$42,674,645
+$12,338,956 QoQ
Shares Held
247,036
+5.1% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $95,174,001 across 48 Asset Management names. IVZ ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
247,036 | $42,674,645 | |
| 2 | TROW |
Price T Rowe Group Inc
|
83,813 | $9,528,699 | |
| 3 | BLK |
BlackRock, Inc.
|
7,554 | $7,263,624 | |
| 4 | AMP |
Ameriprise Financial Inc
|
14,259 | $6,541,458 | |
| 5 | CEF |
Sprott Physical Gold & Silver Trust
|
160,327 | $6,449,955 | |
| 6 | STT |
State Street Corp
|
96,720 | $5,341,165 | |
| 7 | WT |
WisdomTree, Inc.
|
131,102 | $2,220,867 | |
| 8 | BX |
Blackstone Inc.
|
18,689 | $2,199,134 |
No Holdings History
No holdings records found for this institution in IVZ.