Position in IVZ
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$5,739,126
+$1,642,889 QoQ
Shares Held
56,573
+20.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
21 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, 2026Strategic Blueprint, LLC holds $16,953,002 across 12 Asset Management names. IVZ ranks #1 (33.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
56,573 | $5,739,126 | |
| 2 | APO |
Apollo Global Management, Inc.
|
19,835 | $2,346,678 | |
| 3 | KKR |
KKR & Co. Inc.
|
22,920 | $2,103,597 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
128,751 | $1,675,050 | |
| 5 | FSK |
FS KKR Capital Corp
|
145,180 | $1,524,390 | |
| 6 | STT |
State Street Corp
|
18,011 | $965,569 | |
| 7 | BLK |
BlackRock, Inc.
|
690 | $663,476 | |
| 8 | BX |
Blackstone Inc.
|
5,376 | $632,593 |
All Filings in IVZ
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2021-06-30 | $1,229 | 46 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||