Position in IVZ
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$791,132
+$151,497 QoQ
Shares Held
9,003
+5.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
3 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, 2026Measured Wealth Private Client Group, LLC holds $3,215,910 across 21 Asset Management names. IVZ ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FHI |
Federated Hermes, Inc.
|
14,664 | $809,746 | |
| 2 | IVZ |
Invesco Ltd.
This page
|
9,003 | $791,132 | |
| 3 | STT |
State Street Corp
|
10,659 | $783,922 | |
| 4 | BLK |
BlackRock, Inc.
|
286 | $275,006 | |
| 5 | NTRS |
Northern Trust Corp
|
1,516 | $263,541 | |
| 6 | CII |
BlackRock Enhanced Large Cap Core Fund, Inc.
|
3,022 | $79,025 | |
| 7 | APO |
Apollo Global Management, Inc.
|
550 | $65,070 | |
| 8 | BX |
Blackstone Inc.
|
399 | $46,950 |
All Filings in IVZ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,716 | 785 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $19,067 | 785 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $20,621 | 785 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||