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Equibles

NVWM, LLC

Position in IVZ — Invesco Ltd.

CIK 1697274 YARDLEY, PA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$1,576,810
+$992,894 QoQ
Shares Held
77,238
+171.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
23 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

NVWM, LLC holds $1,857,513 across 17 Asset Management names. IVZ ranks #1 (84.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		77,238 $1,576,810
2 STT
State Street Corp
 2,474 $135,182
3 BLK
BlackRock, Inc.
 80 $76,924
4 BX
Blackstone Inc.
 113 $13,296
5 KKR
KKR & Co. Inc.
 121 $11,104
6 ARES
Ares Management Corp
 91 $10,128
7 APO
Apollo Global Management, Inc.
 79 $9,346
8 BAM
Brookfield Asset Management Ltd.
 168 $7,534

All Filings in IVZ

Export CSV
19 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $395 15
2026-03-31 $242 10
2025-12-31 $262 10
2025-03-31 $227 15
2024-12-31 $891 51
2024-09-30 $895 51
2024-06-30 $762 51
2023-09-30 $49,731 3,425
2023-06-30 $57,574 3,425
2023-03-31 $56,170 3,425
2022-12-31 $61,615 3,425
2022-09-30 $46,922 3,425
2022-06-30 $55,245 3,425
2022-03-31 $78,980 3,425
2021-12-31 $78,843 3,425
2021-09-30 $82,576 3,425
2021-06-30 $91,550 3,425
2021-03-31 $86,378 3,425
2020-12-31 $59,697 3,425