Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$13,827,113
+$4,493,995 QoQ
Shares Held
148,945
+18.0% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.17%
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, 2026Apollon Wealth Management, LLC holds $154,376,292 across 98 Asset Management names. IVZ ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
1,116,916 | $20,696,453 | |
| 2 | OBDC |
Blue Owl Capital Corp
|
1,754,000 | $19,065,980 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
148,945 | $13,827,113 | |
| 4 | BLK |
BlackRock, Inc.
|
11,767 | $11,314,676 | |
| 5 | BX |
Blackstone Inc.
|
86,011 | $10,120,914 | |
| 6 | FSK |
FS KKR Capital Corp
|
834,715 | $8,764,507 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
585,666 | $6,319,336 | |
| 8 | CSQ |
Calamos Strategic Total Return Fund
|
274,887 | $5,651,676 |
All Filings in IVZ
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,868 | 24,474 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $506,227 | 20,841 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $563,386 | 21,446 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $425,766 | 18,560 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $225,999 | 14,331 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $244,191 | 16,097 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $409,801 | 23,444 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $271,442 | 15,458 | Shares | Sole | 2024-11-05 | |
| 2020-06-30 | $312 | 29 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||