Position in IVZ
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$188,777
+$57,447 QoQ
Shares Held
4,727
+2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
12 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, 2026Salomon & Ludwin, LLC holds $16,848,942 across 56 Asset Management names. IVZ ranks #3 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
280,154 | $15,040,397 | |
| 2 | PSLV |
Sprott Physical Silver Trust
|
14,738 | $278,106 | |
| 3 | IVZ |
Invesco Ltd.
This page
|
4,727 | $188,777 | |
| 4 | BLK |
BlackRock, Inc.
|
135 | $129,810 | |
| 5 | NTRS |
Northern Trust Corp
|
679 | $118,037 | |
| 6 | PHYS |
Sprott Physical Gold Trust
|
3,059 | $92,290 | |
| 7 | BX |
Blackstone Inc.
|
555 | $65,306 | |
| 8 | APO |
Apollo Global Management, Inc.
|
530 | $62,704 |
All Filings in IVZ
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,493 | 625 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,181 | 625 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $16,418 | 625 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,337 | 625 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||