Position in IVZ
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$7,203,160
+$1,031,168 QoQ
Shares Held
77,470
-0.7% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 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, 2026QUATTRO FINANCIAL ADVISORS LLC holds $10,633,408 across 4 Asset Management names. IVZ ranks #1 (67.7% of the industry book) .
No Holdings History
No holdings records found for this institution in IVZ.