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Equibles

Global Retirement Partners, LLC

Pension

Position in IVZ — Invesco Ltd.

CIK 1749744 San Rafael, CA
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$95,541,342
+$12,211,795 QoQ
Shares Held
1,015,229
+5.3% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
1.46%
of 13F equity value
Holder Rank
#129
of 2,914 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Global Retirement Partners, LLC holds $152,216,717 across 225 Asset Management names. IVZ ranks #1 (62.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		1,015,229 $95,541,342
2 STT
State Street Corp
 89,779 $5,959,265
3 BLK
BlackRock, Inc.
 11,810 $5,666,476
4 BX
Blackstone Inc.
 44,901 $5,283,500
5 BXSL
Blackstone Secured Lending Fund
 103,935 $2,464,298
6 CII
BlackRock Enhanced Large Cap Core Fund, Inc.
 64,990 $1,699,488
7 APO
Apollo Global Management, Inc.
 12,053 $1,425,990
8 ARCC
Ares Capital Corp
 75,075 $1,391,139

All Filings in IVZ

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $207,108 7,848
2025-12-31 $163,530 6,225
2025-09-30 $3,693 161
2025-06-30 $1,987 126
2024-12-31 $3,496 200
2024-09-30 $4,407 251
2024-06-30 $3,276 219
2024-03-31 $3,483 210
2023-12-31 $8,812 494
2023-09-30 $4,820 332
2023-06-30 $6,135 365
2023-03-31 $7,232 441
2022-12-31 $6,602 367
2022-09-30 $5,123 374
2022-06-30 $22,323 1,384
2022-03-31 $32,353 1,403
2021-09-30 $31,945 1,325
2021-06-30 $41,030 1,535
2021-03-31 $33,416 1,325
2020-12-31 $39,653 2,275
2020-09-30 $25,957 2,275
2020-06-30 $24,479 2,275
2020-03-31 $12,312 1,356