Position in IVZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$853,431
+$153,258 QoQ
Shares Held
44,965
+31.9% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Pinnacle Wealth Planning Services, Inc. holds $15,747,921 across 155 Asset Management names. IVZ ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSK |
FS KKR Capital Corp
|
234,924 | $2,466,702 | |
| 2 | KKR |
KKR & Co. Inc.
|
19,207 | $1,762,818 | |
| 3 | BLK |
BlackRock, Inc.
|
1,133 | $1,089,447 | |
| 4 | STT |
State Street Corp
|
12,582 | $864,628 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
44,965 | $853,431 | |
| 6 | BX |
Blackstone Inc.
|
3,883 | $456,912 | |
| 7 | WT |
WisdomTree, Inc.
|
23,920 | $405,204 | |
| 8 | AMP |
Ameriprise Financial Inc
|
844 | $387,193 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $54,917 | 2,081 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $94,026 | 3,871 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $53,538 | 2,038 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $26,458 | 1,518 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||