Position in IVZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,297,118
+$349,040 QoQ
Shares Held
52,676
+1.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.18%
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, 2026Stratos Wealth Advisors, LLC holds $44,864,746 across 25 Asset Management names. IVZ ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
118,340 | $13,925,067 | |
| 2 | STT |
State Street Corp
|
100,429 | $5,528,289 | |
| 3 | DBL |
DoubleLine Opportunistic Credit Fund
|
326,385 | $4,693,416 | |
| 4 | IVZ |
Invesco Ltd.
This page
|
52,676 | $3,297,118 | |
| 5 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
215,865 | $3,175,374 | |
| 6 | BLK |
BlackRock, Inc.
|
3,233 | $3,108,723 | |
| 7 | DSL |
DoubleLine Income Solutions Fund
|
246,847 | $2,730,127 | |
| 8 | DNP |
Dnp Select Income Fund Inc
|
243,181 | $2,623,922 |
No Holdings History
No holdings records found for this institution in IVZ.