Position in IVZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,658,965
+$287,463 QoQ
Shares Held
17,258
-15.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 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, 2026Main Street Financial Solutions, LLC holds $8,635,448 across 17 Asset Management names. IVZ ranks #1 (19.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
17,258 | $1,658,965 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
39,838 | $1,602,682 | |
| 3 | TSLX |
Sixth Street Specialty Lending, Inc.
|
51,308 | $880,958 | |
| 4 | STT |
State Street Corp
|
10,988 | $589,066 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,411 | $521,865 | |
| 6 | TROW |
Price T Rowe Group Inc
|
4,124 | $468,857 | |
| 7 | PFN |
PIMCO Income Strategy Fund II
|
58,678 | $418,374 | |
| 8 | BLK |
BlackRock, Inc.
|
356 | $342,315 |
No Holdings History
No holdings records found for this institution in IVZ.