Position in IVZ
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,776
+$24,910 QoQ
Shares Held
338
+186.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026Prestige Wealth Management Group LLC holds $7,255,406 across 31 Asset Management names. IVZ ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
116,693 | $6,255,911 | |
| 2 | BLK |
BlackRock, Inc.
|
613 | $589,435 | |
| 3 | MUJ |
Blackrock Muniholdings New Jersey Quality Fund, Inc.
|
11,267 | $138,696 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
1,297 | $55,239 | |
| 5 | MAIN |
Main Street Capital CORP
|
650 | $33,722 | |
| 6 | IVZ |
Invesco Ltd.
This page
|
338 | $27,776 | |
| 7 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
1,540 | $19,712 | |
| 8 | VKQ |
Invesco Municipal Trust
|
1,843 | $18,503 |
All Filings in IVZ
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,114 | 118 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $2,866 | 118 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $3,099 | 118 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $2,706 | 118 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $1,860 | 118 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $1,790 | 118 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $2,062 | 118 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $2,072 | 118 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $1,765 | 118 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $1,957 | 118 | Shares | Other | 2024-04-26 | |
| 2023-12-31 | $2,105 | 118 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $1,713 | 118 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $1,983 | 118 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $1,935 | 118 | Shares | Other | 2024-04-26 | |
| 2022-06-30 | $1,242 | 77 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $484 | 21 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $460 | 20 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $482 | 20 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $534 | 20 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $504 | 20 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $348 | 20 | Shares | Other | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||