Position in IVZ
as of Sep 30, 2026
· filed Oct 7, 2026
Position Value
$0
-$4,669,981 QoQ
Shares Held
41,169
+2.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
27 quarters on record
Voting authority
Sole 34%
Shared 0%
None 66%
Common Shares in IVZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Sep 30, 2026Weaver Consulting Group holds $797,874 across 6 Asset Management names. IVZ ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
380 | $402,150 | |
| 2 | AMP |
Ameriprise Financial Inc
|
447 | $220,080 | |
| 3 | PIM |
Franklin Master Intermediate Income Trust
|
32,000 | $96,640 | |
| 4 | DMA |
Destra Multi-Alternative Fund
|
10,478 | $79,004 | |
| 5 | IVZ |
Invesco Ltd.
This page
|
41,169 | $0 | |
| 6 | STT |
State Street Corp
|
4,029 | $0 |
No Holdings History
No holdings records found for this institution in IVZ.