Position in IVZ
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$24,682,508
+$8,417,728 QoQ
Shares Held
184,825
+12.8% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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, 2026Prime Capital Investment Advisors, LLC holds $50,546,533 across 32 Asset Management names. IVZ ranks #1 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
184,825 | $24,682,508 | |
| 2 | BLK |
BlackRock, Inc.
|
4,043 | $3,887,587 | |
| 3 | APO |
Apollo Global Management, Inc.
|
29,694 | $3,513,097 | |
| 4 | BX |
Blackstone Inc.
|
24,094 | $2,835,140 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
219,236 | $2,383,095 | |
| 6 | STT |
State Street Corp
|
36,439 | $2,314,107 | |
| 7 | FSCO |
FS Credit Opportunities Corp.
|
366,595 | $1,829,309 | |
| 8 | GOF |
Guggenheim Strategic Opportunities Fund
|
66,842 | $729,914 |
No Holdings History
No holdings records found for this institution in IVZ.