Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$262,739
+$63,372 QoQ
Shares Held
3,153
-61.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 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, 2026Crewe Advisors LLC holds $3,612,354 across 31 Asset Management names. IVZ ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RWAY |
Runway Growth Finance Corp.
|
172,002 | $964,931 | |
| 2 | BX |
Blackstone Inc.
|
6,033 | $709,903 | |
| 3 | AMP |
Ameriprise Financial Inc
|
1,415 | $649,145 | |
| 4 | STT |
State Street Corp
|
7,374 | $395,320 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
3,153 | $262,739 | |
| 6 | BLK |
BlackRock, Inc.
|
112 | $107,694 | |
| 7 | GSBD |
Goldman Sachs BDC, Inc.
|
9,943 | $94,259 | |
| 8 | APO |
Apollo Global Management, Inc.
|
775 | $91,690 |
All Filings in IVZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 | $488 | 31 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $242 | 16 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $279 | 16 | Shares | Sole | 2025-01-27 | |
| 2023-12-31 | $1,516 | 85 | Shares | Sole | 2024-02-09 | |
| 2022-09-30 | $54 | 4 | Shares | Sole | 2022-11-14 | |
| 2020-09-30 | $29,129 | 2,553 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||