Position in IVZ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$16,216,883
+$2,885,520 QoQ
Shares Held
100,599
+4.4% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
19 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, 2026Avestar Capital, LLC holds $25,935,477 across 15 Asset Management names. IVZ ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
100,599 | $16,216,883 | |
| 2 | GHY |
PGIM Global High Yield Fund, Inc.
|
179,800 | $2,175,580 | |
| 3 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
135,200 | $1,326,312 | |
| 4 | NRK |
Nuveen New York Amt-Free Quality Municipal Income Fund
|
114,968 | $1,232,456 | |
| 5 | BLK |
BlackRock, Inc.
|
1,044 | $1,003,868 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
76,840 | $989,699 | |
| 7 | NAN |
Nuveen New York Quality Municipal Income Fund
|
48,084 | $564,025 | |
| 8 | BX |
Blackstone Inc.
|
4,557 | $536,222 |
All Filings in IVZ
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-03-31 | $816,416 | 35,404 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $614,564 | 26,697 | Shares | Sole | 2022-02-01 | |
| No filing history on record for this holder in this stock. | ||||||