Position in IVZ
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$11,301,861
+$1,615,526 QoQ
Shares Held
95,586
-3.1% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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, 2026Golden State Wealth Management, LLC holds $23,828,993 across 57 Asset Management names. IVZ ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
This page
|
95,586 | $11,301,861 | |
| 2 | BX |
Blackstone Inc.
|
48,980 | $5,763,476 | |
| 3 | STT |
State Street Corp
|
31,664 | $1,713,397 | |
| 4 | GAB |
Gabelli Equity Trust Inc
|
267,909 | $1,516,364 | |
| 5 | APO |
Apollo Global Management, Inc.
|
6,654 | $787,234 | |
| 6 | HTGC |
Hercules Capital, Inc.
|
26,713 | $421,264 | |
| 7 | BLK |
BlackRock, Inc.
|
237 | $227,889 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
4,971 | $211,714 |
All Filings in IVZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-03-31 | $472,730 | 20,500 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $476,490 | 20,699 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $494,255 | 20,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $547,965 | 20,500 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $517,010 | 20,500 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $360,783 | 20,699 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||