Position in IVZ
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,186,877
+$20,470 QoQ
Shares Held
40,726
-11.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $82,997,130 across 46 Asset Management names. IVZ ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
297,709 | $16,255,257 | |
| 2 | BLK |
BlackRock, Inc.
|
29,874 | $8,322,649 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
487,564 | $6,343,207 | |
| 4 | AMP |
Ameriprise Financial Inc
|
9,230 | $4,234,354 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
40,726 | $4,186,877 | |
| 6 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
184,826 | $3,633,679 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
147,236 | $3,490,965 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
320,944 | $3,488,661 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 | $12,426 | 788 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||