Belpointe Asset Management LLC

Position in IVZ — Invesco Ltd.

CIK 1721242 RENO, NV

Position in IVZ

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$25,199,463

+$9,680,589 QoQ

Shares Held

257,909

+9.6% QoQ

Ownership

0.058%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 72% Shared 28% None 0%

Financial Services · as of Jun 30, 2026

Belpointe Asset Management LLC holds $66,976,964 across 42 Asset Management names. IVZ ranks #1 (37.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd. This page	257,909	$25,199,463
2	STT	State Street Corp	80,526	$4,466,277
3	KWY	KINGSWAY Corp	358,511	$3,735,684
4	PSLV	Sprott Physical Silver Trust	196,824	$3,714,068
5	BX	Blackstone Inc.	29,937	$3,522,686
6	PHYS	Sprott Physical Gold Trust	111,255	$3,356,563
7	INV	Innventure, Inc.	497,066	$2,520,124
8	PDO	PIMCO Dynamic Income Opportunities Fund	163,917	$2,166,982

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,552	12,412	+177.7%	Shares	Other	2026-07-31
2023-03-31	$73,291	4,469	-40.4%	Shares	Sole	2023-05-15
2022-12-31	$134,996	7,504	-13.0%	Shares	Sole	2023-02-08
2022-09-30	$118,162	8,625	-8.5%	Shares	Sole	2022-11-14
2022-06-30	$152,122	9,431	0.0%	Shares	Sole	2022-08-02
2022-03-31	$217,478	9,431	-8.6%	Shares	Sole	2022-04-28
2021-12-31	$237,405	10,313	-1.6%	Shares	Sole	2022-02-15
2021-09-30	$252,769	10,484	-75.3%	Shares	Sole	2021-11-15
2021-06-30	$1,135,276	42,472	-5.7%	Shares	Sole	2021-08-09
2021-03-31	$1,135,757	45,034	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.