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Equibles

Sanctuary Advisors, LLC

Position in IVZ — Invesco Ltd.

CIK 1777271 INDIANAPOLIS, IN
Back to IVZ Full portfolio

Position in IVZ

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$161,960,766
+$30,342,482 QoQ
Shares Held
1,664,310
-0.4% QoQ
Ownership
0.377%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
9 quarters on record
Voting authority Sole 11% Shared 0% None 89%

Common Shares in IVZ Over Time

Shares Held

Position Value (USD)

Derivatives in IVZ

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$30,297
PutShares
100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Asset Management

Financial Services · as of Jun 30, 2026

Sanctuary Advisors, LLC holds $458,090,426 across 142 Asset Management names. IVZ ranks #1 (35.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
This page 		1,664,310 $161,960,766
2 BLK
BlackRock, Inc.
 89,429 $41,123,843
3 STT
State Street Corp
 602,491 $35,007,676
4 BX
Blackstone Inc.
 198,724 $23,383,853
5 PHYS
Sprott Physical Gold Trust
 475,285 $14,339,348
6 APO
Apollo Global Management, Inc.
 112,312 $13,287,632
7 OTF
Blue Owl Technology Finance Corp.
 716,442 $7,415,174
8 FSK
FS KKR Capital Corp
 670,765 $7,043,032

All Filings in IVZ

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $853,452 32,340
2026-03-31 $810,654 33,374
2025-12-31 $500,627 19,057
2025-09-30 $403,514 17,590
2025-06-30 $262,018 16,615
2024-12-31 $503,021 28,777
2024-09-30 $698,607 39,784
2024-06-30 $167,552 11,200