Position in IVZ
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,620,135
+$735,976 QoQ
Shares Held
8,203
+47.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
7 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, 2026Santori & Peters, Inc. holds $1,733,835 across 2 Asset Management names. IVZ ranks #1 (93.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
8,203 | $1,620,135 | |
| 2 | MPA |
Blackrock Muniyield Pennsylvania Quality Fund
|
10,000 | $113,700 |
No Holdings History
No holdings records found for this institution in IVZ.